DFX Intelligence

RIA 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.

Firm absorbed

3 advisors left C••••••••• • R••• I•• for H••••••• W••••• P•••••••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cyrus Mcdonald AminiWoodland Hills, CaSep 14, 2016Sep 15, 2016
David Kaoru YoshiokaWoodland Hills, CaSep 14, 2016Sep 15, 2016
Jonathan Christopher RuggWoodland Hills, CaSep 14, 2016Sep 14, 2016
The rule
Registrations ended
Sep 14, 2016
Registered next
Sep 14, 2016 to Sep 15, 2016
Branch state
CA
Cities
1, most in Woodland Hills, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••••••• • R••• I••Other teams into H••••••• W••••• P•••••••