DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for F••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory J Eissner | Brentwood, Ca | Sep 30, 2025 | Oct 2, 2025 |
| Rudy Martinez | Brentwood, Ca | Sep 30, 2025 | Oct 2, 2025 |
| Ryan Randy Roloff | Fresno, Ca | Sep 30, 2025 | Oct 1, 2025 |
The rule
- Registrations ended
- Sep 30, 2025
- Registered next
- Oct 1, 2025 to Oct 2, 2025
- Branch state
- CA
- Cities
- 2, most in Brentwood, Ca
- Registered there that day
- 3,314 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape