DFX Intelligence
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Team lift-out
3 advisors left S•• W••••• for F•••• C••••••• I••••••• S•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Vishal Wadhwa | San Francisco, Ca | Oct 21, 2025 | May 29, 2025 |
| Natalya Alexei | San Francisco, Ca | Oct 30, 2025 | May 29, 2025 |
| Pablo Martin Serna | Menlo Park, Ca | Oct 30, 2025 | May 29, 2025 |
The rule
- Registrations ended
- Oct 21, 2025 to Oct 30, 2025
- Registered next
- May 29, 2025
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 80 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape