DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for S•••••••• A••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Harry Saputra | San Carlos, Ca | May 28, 2025 | Jul 23, 2025 |
| Gabriel Joseph Garcia | Encino, Ca | May 29, 2025 | Jun 24, 2025 |
The rule
- Registrations ended
- May 28, 2025 to May 29, 2025
- Registered next
- Jun 24, 2025 to Jul 23, 2025
- Branch state
- CA
- Cities
- 2, most in San Carlos, Ca
- Registered there that day
- 13,757 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape