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
5 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles James Cline | Manhattan Beach, Ca | Mar 25, 2026 | May 22, 2026 |
| Gregory Harrison Meyerott | Menlo Park, Ca | Mar 25, 2026 | Aug 28, 2026 |
| Kamran Mubashar | Newport Beach, Ca | Apr 1, 2026 | Apr 17, 2026 |
| Timothy Owen Mills | Portola Valley, Ca | Apr 5, 2026 | Apr 29, 2026 |
| Candelario Topete | Camarillo, Ca | Apr 7, 2026 | Apr 6, 2026 |
The rule
- Registrations ended
- Mar 25, 2026 to Apr 7, 2026
- Registered next
- Apr 6, 2026 to Aug 28, 2026
- Branch state
- CA
- Cities
- 5, most in Manhattan Beach, Ca
- Registered there that day
- 13,136 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape