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
4 advisors left A••••••••• F•••••••• S•••••••• L•• for S••• W••••• A•••••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Maria Y Ojeda Partida | Chino Hills, Ca | Apr 6, 2026 | Apr 2, 2026 |
| Arpy Montu Raval | La Verne, Ca | Apr 9, 2026 | Apr 2, 2026 |
| Siddharth Pravin Shah | Chino Hills, Ca | Apr 9, 2026 | Apr 2, 2026 |
| Nihar Shah | Chino Hills, Ca | Apr 10, 2026 | Apr 2, 2026 |
The rule
- Registrations ended
- Apr 6, 2026 to Apr 10, 2026
- Registered next
- Apr 2, 2026
- Branch state
- CA
- Cities
- 2, most in Chino Hills, Ca
- Registered there that day
- 12,542 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape