DFX Intelligence
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Team lift-out
8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Patrick Moll | Visalia, Ca | Jul 29, 2026 | Jul 28, 2026 |
| Alex Gitelson | San Diego, Ca | Aug 7, 2026 | Aug 21, 2026 |
| Wilhelmina G Lo | Chino, Ca | Aug 10, 2026 | Aug 13, 2026 |
| Ivan Flores | Rowland Heights, Ca | Aug 13, 2026 | Aug 13, 2026 |
| Aashish Bhattarai | San Mateo, Ca | Aug 17, 2026 | Aug 26, 2026 |
| Daphne Chan | Santa Clara, Ca | Aug 21, 2026 | Aug 26, 2026 |
| Seung Ho Na | Los Angeles, Ca | Aug 21, 2026 | Sep 3, 2026 |
| Gerald R Obando | Garden Grove, Ca | Aug 31, 2026 | Sep 17, 2026 |
The rule
- Registrations ended
- Jul 29, 2026 to Aug 31, 2026
- Registered next
- Jul 28, 2026 to Sep 17, 2026
- Branch state
- CA
- Cities
- 8, most in Visalia, Ca
- Registered there that day
- 25,145 (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.