DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Charlotte LeeSan Mateo, CaNov 5, 2025Oct 30, 2025
Stephen LoPalo Alto, CaNov 5, 2025Oct 30, 2025
Yong En XiaoPalo Alto, CaNov 5, 2025Oct 30, 2025
Payton LabadieBeverly Hills, CaNov 12, 2025Dec 24, 2025
The rule
Registrations ended
Nov 5, 2025 to Nov 12, 2025
Registered next
Oct 30, 2025 to Dec 24, 2025
Branch state
CA
Cities
3, most in Palo Alto, Ca
Registered there that day
13,918 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into M••••• S••••••