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
3 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 |
|---|---|---|---|
| Diego Llano | Palo Alto, Ca | May 27, 2025 | Jul 16, 2025 |
| Leon Chen | Pasadena, Ca | Jun 2, 2025 | Jun 16, 2025 |
| Kyra Arielle Casanova Jaro | Mountain View, Ca | Jun 11, 2025 | Jan 22, 2026 |
The rule
- Registrations ended
- May 27, 2025 to Jun 11, 2025
- Registered next
- Jun 16, 2025 to Jan 22, 2026
- Branch state
- CA
- Cities
- 3, most in Palo Alto, Ca
- Registered there that day
- 24,392 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape