DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Andrew Roeser | Beverly Hills, Ca | Apr 22, 2026 | Apr 27, 2026 |
| Michael Tobin Bill | Los Angeles, Ca | Apr 29, 2026 | Apr 27, 2026 |
The rule
- Registrations ended
- Apr 22, 2026 to Apr 29, 2026
- Registered next
- Apr 27, 2026
- Branch state
- CA
- Cities
- 2, most in Beverly Hills, Ca
- Registered there that day
- 5,590 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape