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
3 advisors left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Ray Guillen | San Diego, Ca | Jul 2, 2026 | Jun 11, 2026 |
| Kyle P. Bobo | Los Angeles, Ca | Jul 3, 2026 | Jun 29, 2026 |
| Brett Jones | Mission Viejo, Ca | Jul 14, 2026 | Aug 4, 2026 |
The rule
- Registrations ended
- Jul 2, 2026 to Jul 14, 2026
- Registered next
- Jun 11, 2026 to Aug 4, 2026
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 6,614 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape