DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Juan Antonio JimenezChula Vista, CaDec 18, 2025Dec 16, 2025
Veronica YappSan Francisco, CaDec 19, 2025Jan 30, 2026
Faizan Bilal HabibPiedmont, CaDec 22, 2025Dec 5, 2025
Jesus MendezTorrance, CaJan 2, 2026Dec 22, 2025
Nicki Marie NieNewport Beach, CaJan 15, 2026Jan 14, 2026
Mark Francis HalesNewport Beach, CaJan 16, 2026Jan 14, 2026
Timothy Pham TarabaTustin, CaJan 16, 2026Jan 14, 2026
Prentice Eugene ParrPasadena, CaJan 20, 2026Jul 14, 2026
Daniel T GreggWalnut Creek, CaJan 21, 2026Apr 14, 2026
The rule
Registrations ended
Dec 18, 2025 to Jan 20, 2026
Registered next
Dec 5, 2025 to Jul 14, 2026
Branch state
CA
Cities
7, most in Newport Beach, Ca
Registered there that day
24,825 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into W•••• F•••• A•••••••