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 R•• C•••••• M••••••• L•• for C••••••• S••••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Eldeberto Oliveira | Castaic, Ca | Jun 17, 2025 | Jun 12, 2025 |
| Mike Shayestehfar | Beverly Hills, Ca | Jun 17, 2025 | Jun 12, 2025 |
The rule
- Registrations ended
- Jun 17, 2025
- Registered next
- Jun 12, 2025
- Branch state
- CA
- Cities
- 2, most in Beverly Hills, Ca
- Registered there that day
- 3,488 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape