DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for S••••••••• W••••• M••••••••• I•••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam David Spiegelman | Walnut Creek, Ca | Jul 14, 2025 | Aug 6, 2025 |
| Arabelle Rachel Vidal Restauro | Walnut Creek, Ca | Jul 15, 2025 | Mar 27, 2026 |
| Julie Lynn Brim | Walnut Creek, Ca | Jul 15, 2025 | Mar 27, 2026 |
The rule
- Registrations ended
- Jul 14, 2025 to Jul 15, 2025
- Registered next
- Aug 6, 2025 to Mar 27, 2026
- Branch state
- CA
- Cities
- 1, most in Walnut Creek, Ca
- Registered there that day
- 3,484 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape