DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Samuel Israel | Valley Village, Ca | May 27, 2025 | May 15, 2025 |
| Brian A. Augustine Garcia | Pasadena, Ca | Jun 9, 2025 | May 20, 2025 |
| Sanae Anne Garcia | Pasadena, Ca | Jun 9, 2025 | May 20, 2025 |
The rule
- Registrations ended
- May 27, 2025 to Jun 9, 2025
- Registered next
- May 15, 2025 to May 20, 2025
- Branch state
- CA
- Cities
- 2, most in Pasadena, Ca
- Registered there that day
- 9,099 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape