DFX Intelligence
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Team lift-out
2 advisors left M•••••• A•••••• N•••••• for T•• W••••• C••••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Edward Ishibashi | San Jose, Ca | Aug 19, 2025 | Aug 1, 2025 |
| Nicolas Paul Tabellion | San Jose, Ca | Aug 19, 2025 | Aug 1, 2025 |
The rule
- Registrations ended
- Aug 19, 2025
- Registered next
- Aug 1, 2025
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 157 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape