DFX Intelligence
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Team lift-out
2 advisors left F•••••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory J Eissner | San Francisco, Ca | Oct 10, 2025 | Oct 8, 2025 |
| Rudy Martinez | Brentwood, Ca | Oct 10, 2025 | Oct 8, 2025 |
The rule
- Registrations ended
- Oct 10, 2025
- Registered next
- Oct 8, 2025
- Branch state
- CA
- Cities
- 2, most in Brentwood, Ca
- Registered there that day
- 201 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape