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
2 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan P Luis | Los Angeles, Ca | Jul 21, 2025 | Dec 24, 2025 |
| Adagio Cisneros | Los Angeles, Ca | Jul 24, 2025 | Jul 24, 2025 |
The rule
- Registrations ended
- Jul 21, 2025 to Jul 24, 2025
- Registered next
- Jul 24, 2025 to Dec 24, 2025
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 9,102 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape