DFX Intelligence

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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Joshua EricksonWalnut Creek, CaApr 21, 2026Apr 17, 2026
Phillip Smith GomezWalnut Creek, CaApr 21, 2026Apr 17, 2026
Robert MontierthWalnut Creek, CaApr 21, 2026Apr 17, 2026
The rule
Registrations ended
Apr 21, 2026
Registered next
Apr 17, 2026
Branch state
CA
Cities
1, most in Walnut Creek, Ca
Registered there that day
24,957 (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 S•••••••• A•••••••• L••