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 T•••••••• I••••••••• M••••••••• I•• for C••• D•••••••• I•••••••••
asset managertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connor Ryan Browne | Santa Fe, Nm | Feb 11, 2020 | Feb 9, 2021 |
| Stephen Jimenez | Santa Fe, Nm | Feb 11, 2020 | Feb 9, 2021 |
The rule
- Registrations ended
- Feb 11, 2020
- Registered next
- Feb 9, 2021
- Branch state
- NM
- Cities
- 1, most in Santa Fe, Nm
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape