DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jose Alberto Villalobos | Santa Clara, Ca | Jan 6, 2026 | Jan 23, 2026 |
| Isai Perez | Murrieta, Ca | Jan 20, 2026 | Jan 28, 2026 |
| Jad Jaber | San Francisco, Ca | Feb 2, 2026 | Feb 4, 2026 |
| Sergio F Rivera | Temecula, Ca | Feb 4, 2026 | Jan 26, 2026 |
| Ivan A. Beltran | Los Angeles, Ca | Feb 12, 2026 | Feb 9, 2026 |
| Vezafina Angeles Kirby | Temecula, Ca | Feb 12, 2026 | Feb 20, 2026 |
| Yue Carol Liao | Cupertino, Ca | Feb 17, 2026 | Feb 20, 2026 |
| Richard J Flores | San Rafael, Ca | Mar 2, 2026 | Feb 24, 2026 |
| Romeo Margot-Picquendar | Los Gatos, Ca | Mar 9, 2026 | Mar 19, 2026 |
| Ryan Patrick Brown | Menifee, Ca | Mar 12, 2026 | Apr 1, 2026 |
| Yingyu Situ | Pleasant Hill, Ca | Mar 15, 2026 | Mar 18, 2026 |
| Alex Richard Minelli | Gilroy, Ca | Mar 17, 2026 | Mar 19, 2026 |
| Ronald Owen | San Diego, Ca | Mar 19, 2026 | Mar 23, 2026 |
The rule
- Registrations ended
- Jan 6, 2026 to Jan 20, 2026
- Registered next
- Jan 22, 2026 to Jan 28, 2026
- Branch state
- CA
- Cities
- 3, most in Santa Clara, Ca
- Registered there that day
- 24,862 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.