DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ravi Shah | Livermore, Ca | Feb 24, 2026 | Feb 20, 2026 |
| Kevin Mitchell Valdez | Rolling Hills Estates, Ca | Mar 9, 2026 | Apr 1, 2026 |
The rule
- Registrations ended
- Feb 24, 2026 to Mar 9, 2026
- Registered next
- Feb 20, 2026 to Apr 1, 2026
- Branch state
- CA
- Cities
- 2, most in Livermore, Ca
- Registered there that day
- 14,165 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape