DFX Intelligence
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Team lift-out
6 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rafi Jon Nazarian | Irvine, Ca | Aug 8, 2025 | Aug 11, 2025 |
| Yuying Lei | San Jose, Ca | Aug 11, 2025 | Aug 21, 2025 |
| Bruce Arthur Galbraith | Laguna Niguel, Ca | Aug 13, 2025 | Oct 13, 2025 |
| Jason Allen Meinerding | Corte Madera, Ca | Aug 19, 2025 | Aug 18, 2025 |
| Alex Khoshnam | Burbank, Ca | Aug 26, 2025 | Aug 25, 2025 |
| Wayne Kenji Mizuno | Roseville,, Ca | Sep 3, 2025 | Nov 12, 2025 |
The rule
- Registrations ended
- Aug 8, 2025 to Sep 3, 2025
- Registered next
- Aug 11, 2025 to Nov 12, 2025
- Branch state
- CA
- Cities
- 6, most in Irvine, Ca
- Registered there that day
- 11,930 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- 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.