DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geetika Mehrotra | Palo Alto, Ca | Jun 24, 2026 | Jun 26, 2026 |
| Kamran Mubashar | Irvine, Ca | Jun 30, 2026 | Jul 7, 2026 |
The rule
- Registrations ended
- Jun 24, 2026 to Jun 30, 2026
- Registered next
- Jun 26, 2026 to Jul 7, 2026
- Branch state
- CA
- Cities
- 2, most in Palo Alto, Ca
- Registered there that day
- 14,447 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape