DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frederick Davis Grand | Newport Beach, Ca | Mar 24, 2026 | Mar 12, 2026 |
| Laura Cervantes Holland | Mission Viejo, Ca | Mar 24, 2026 | Mar 12, 2026 |
| Thomas Joseph Nieto | Newport Beach, Ca | Mar 24, 2026 | Mar 12, 2026 |
The rule
- Registrations ended
- Mar 24, 2026
- Registered next
- Mar 12, 2026
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 9,244 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape