DFX Intelligence
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Team lift-out
4 advisors left J•••••• S•••••••• W••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Tyler Agnew | Alamo, Ca | Apr 8, 2026 | Apr 2, 2026 |
| John B Solik | San Clemente, Ca | Apr 8, 2026 | Apr 8, 2026 |
| Kevin Douglas Rinow | Alamo, Ca | Apr 8, 2026 | Apr 2, 2026 |
| Kristin Adelson Bartlow | Alamo, Ca | Apr 8, 2026 | Apr 2, 2026 |
The rule
- Registrations ended
- Apr 8, 2026
- Registered next
- Apr 2, 2026 to Apr 8, 2026
- Branch state
- CA
- Cities
- 2, most in Alamo, Ca
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape