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
2 advisors left A••••• P••••••• A••••••••• I••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Evor Charles Vattuone | Walnut Creek, Ca | Mar 23, 2026 | Jan 17, 2026 |
| Lloyd Shigeto Yamada | Walnut Creek, Ca | Mar 23, 2026 | Jan 23, 2026 |
The rule
- Registrations ended
- Mar 23, 2026
- Registered next
- Jan 17, 2026 to Jan 23, 2026
- Branch state
- CA
- Cities
- 1, most in Walnut Creek, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape