DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sarah Draper | Walnut Creek, Ca | Nov 18, 2025 | Nov 13, 2025 |
| Bryan Ross Cohen | American Canyon, Ca | Nov 19, 2025 | Nov 13, 2025 |
The rule
- Registrations ended
- Nov 18, 2025 to Nov 19, 2025
- Registered next
- Nov 13, 2025
- Branch state
- CA
- Cities
- 2, most in Walnut Creek, Ca
- Registered there that day
- 2,241 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape