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 T•• I••••••••• A•••• M••••••••• 2• L•• for C••••• W•••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abigail Flores Chao | Glendora, Ca | Sep 2, 2026 | Aug 11, 2026 |
| Daniel Mauser | La Jolla, Ca | Sep 2, 2026 | Jul 29, 2026 |
The rule
- Registrations ended
- Sep 2, 2026
- Registered next
- Jul 29, 2026 to Aug 11, 2026
- Branch state
- CA
- Cities
- 2, most in La Jolla, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape