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
3 advisors left C••••• I••••••••• A••••••• L•• for A•••••• A••••••• S•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Michael Wymore | Bonita, Ca | Nov 9, 2022 | Nov 7, 2022 |
| Benjamin Robert Koala | Bonita, Ca | Nov 9, 2022 | Nov 7, 2022 |
| Bobbi Alexander Koala | San Diego, Ca | Nov 9, 2022 | Nov 7, 2022 |
The rule
- Registrations ended
- Nov 9, 2022
- Registered next
- Nov 7, 2022
- Branch state
- CA
- Cities
- 2, most in Bonita, Ca
- Registered there that day
- 2,653 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape