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
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Calomese | San Jose, Ca | Dec 3, 2024 | Aug 14, 2025 |
| Parisa Gohari | Los Angeles, Ca | Dec 9, 2024 | Apr 24, 2026 |
The rule
- Registrations ended
- Dec 3, 2024 to Dec 9, 2024
- Registered next
- Aug 14, 2025 to Apr 24, 2026
- Branch state
- CA
- Cities
- 2, most in San Jose, Ca
- Registered there that day
- 24,007 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape