DFX Intelligence
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Team lift-out
2 advisors left P••••••• W••••• M••••••••• L•• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chase Kenyon Lederer | Roseville, Ca | Sep 9, 2026 | Jul 1, 2026 |
| Jack Richard Zboralske | Carmichael, Ca | Sep 9, 2026 | Jul 1, 2026 |
The rule
- Registrations ended
- Sep 9, 2026
- Registered next
- Jul 1, 2026
- Branch state
- CA
- Cities
- 2, most in Carmichael, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape