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 W••••••••• S••••••••• I••• for M••••• F•••••••• L•••
unclassifiedtostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Harold Oscar Lowe | Walnut Creek, Ca | Jan 8, 2021 | Nov 6, 2025 |
| Michael Bo Hansen | Walnut Creek, Ca | Jan 8, 2021 | Sep 22, 2025 |
The rule
- Registrations ended
- Jan 8, 2021
- Registered next
- Sep 22, 2025 to Nov 6, 2025
- Branch state
- CA
- Cities
- 1, most in Walnut Creek, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape