DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Mitchel Guittari | San Francisco, Ca | Jun 10, 2025 | Jun 9, 2025 |
| Ruby S Bohra | Fullerton, Ca | Jun 24, 2025 | Jul 22, 2025 |
| Shawna Terese Shevlin Partain | Pasadena, Ca | Jun 24, 2025 | Aug 15, 2025 |
| Natalie Adams | Irvine, Ca | Jun 26, 2025 | Jun 25, 2025 |
| Ryan J Martin | Dana Point, Ca | Jun 27, 2025 | Jun 25, 2025 |
The rule
- Registrations ended
- Jun 10, 2025 to Jun 27, 2025
- Registered next
- Jun 9, 2025 to Aug 15, 2025
- Branch state
- CA
- Cities
- 5, most in San Francisco, Ca
- Registered there that day
- 24,411 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape