DFX Intelligence
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Team lift-out
9 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Josh Jade Hanlin | Rancho Santa Margar, Ca | May 9, 2025 | May 8, 2025 |
| James Sidney Herzikoff | Redondo Beach, Ca | May 15, 2025 | May 12, 2025 |
| Arthur Schmidt Felix | Laguna Niguel, Ca | May 29, 2025 | May 8, 2025 |
| Stephen Mcguirk | Foothill Ranch, Ca | May 29, 2025 | May 8, 2025 |
| John Thomas Bowers | Westlake Village, Ca | Jun 2, 2025 | May 22, 2025 |
| Jonathan Martinez Cervantes | San Jose, Ca | Jun 10, 2025 | Jul 16, 2025 |
| Natalia Koritskaya | Castro Valley, Ca | Jun 10, 2025 | Jun 4, 2025 |
| Joshua Aaron Lelchook | Castro Valley, Ca | Jun 12, 2025 | Jun 5, 2025 |
| Douglas Wayne Messner | Camarillo, Ca | Jun 18, 2025 | Jun 5, 2025 |
The rule
- Registrations ended
- May 9, 2025 to Jun 18, 2025
- Registered next
- May 8, 2025 to Jul 16, 2025
- Branch state
- CA
- Cities
- 8, most in Castro Valley, Ca
- Registered there that day
- 12,057 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape