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
7 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul J Castro | Riverside, Ca | Oct 8, 2024 | Feb 20, 2025 |
| Pan Jung Kwe | Torrance, Ca | Oct 9, 2024 | Oct 4, 2024 |
| Xavier Zamora | Riverside, Ca | Oct 10, 2024 | Oct 9, 2024 |
| John William Parsons | Half Moon Bay, Ca | Oct 22, 2024 | Oct 16, 2024 |
| John Matthew Parsons | Half Moon Bay, Ca | Oct 31, 2024 | Oct 16, 2024 |
| Jeong Han Kim | Concord, Ca | Nov 6, 2024 | Oct 31, 2024 |
| Frank Zou Yeag Teng | Costa Mesa, Ca | Nov 15, 2024 | Nov 15, 2024 |
| Christopher Raymond Blaszyk | San Diego, Ca | Nov 22, 2024 | Sep 30, 2024 |
The rule
- Registrations ended
- Oct 8, 2024 to Nov 15, 2024
- Registered next
- Oct 4, 2024 to Feb 20, 2025
- Branch state
- CA
- Cities
- 6, most in Half Moon Bay, Ca
- Registered there that day
- 7,192 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape