DFX Intelligence
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Team lift-out
2 advisors left O••••••••• • C•• I••• for R•• C•••••• M••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Louise Kane | Newport Beach, Ca | Mar 13, 2026 | Mar 25, 2026 |
| Maria Luisa Chavez | Los Angeles, Ca | Mar 27, 2026 | Apr 1, 2026 |
The rule
- Registrations ended
- Mar 13, 2026 to Mar 27, 2026
- Registered next
- Mar 25, 2026 to Apr 1, 2026
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 1,111 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape