DFX Intelligence
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Team lift-out
2 advisors left M•••••• A•••••• N•••••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adeline Jasmine Bellot | Palo Alto, Ca | Aug 21, 2026 | Jan 21, 2026 |
| Ian K Foo | San Jose, Ca | Aug 21, 2026 | Jul 31, 2026 |
The rule
- Registrations ended
- Aug 21, 2026
- Registered next
- Jan 21, 2026 to Jul 31, 2026
- Branch state
- CA
- Cities
- 2, most in San Jose, Ca
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape