DFX Intelligence
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Team lift-out
3 advisors left R•• C•••••• M••••••• L•• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Alan Goldberg | Huntington Beach, Ca | Aug 15, 2025 | Aug 7, 2025 |
| Brian Lee Richmond | Long Beach, Ca | Aug 15, 2025 | Aug 7, 2025 |
| Kelsey Chicots | Downey, Ca | Aug 15, 2025 | Aug 7, 2025 |
The rule
- Registrations ended
- Aug 15, 2025
- Registered next
- Aug 7, 2025
- Branch state
- CA
- Cities
- 3, most in Huntington Beach, Ca
- Registered there that day
- 3,539 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape