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
6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Chau | Los Angeles, Ca | May 19, 2026 | May 20, 2026 |
| Samira Izadpanah | Foothill Ranch, Ca | May 22, 2026 | May 19, 2026 |
| Huyen Jaime | Garden Grove, Ca | Jun 1, 2026 | Jun 4, 2026 |
| Annie Cao | Rowland Heights, Ca | Jun 5, 2026 | May 29, 2026 |
| Imad Sharan | Los Angeles, Ca | Jun 5, 2026 | Jun 11, 2026 |
The rule
- Registrations ended
- May 19, 2026 to Jun 5, 2026
- Registered next
- May 19, 2026 to Jun 11, 2026
- Branch state
- CA
- Cities
- 4, most in Los Angeles, Ca
- Registered there that day
- 25,011 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape