DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stuart Tamotsu Iritani | Danville, Ca | Jul 10, 2025 | Jul 3, 2025 |
| Daryl Tomobu Serizawa | Irvine, Ca | Jul 22, 2025 | Jul 7, 2025 |
| Katheryne Kristina Mcmillan | Oceanside, Ca | Jul 28, 2025 | Jul 28, 2025 |
The rule
- Registrations ended
- Jul 10, 2025 to Jul 28, 2025
- Registered next
- Jul 3, 2025 to Jul 28, 2025
- Branch state
- CA
- Cities
- 3, most in Danville, Ca
- Registered there that day
- 7,831 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape