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 S••••• F•••••••• G•••• I•• for A•••• • A••••••• G••••• P•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lance Mitchell Kluger | Boca Raton, Fl | Aug 23, 2019 | Aug 26, 2019 |
| Raymond Anthony Asmar | Boca Raton, Fl | Aug 23, 2019 | Aug 16, 2019 |
The rule
- Registrations ended
- Aug 23, 2019
- Registered next
- Aug 16, 2019 to Aug 26, 2019
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 284 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape