DFX Intelligence

RIA 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

4 advisors left W•••• F•••• A••••••• for O•• A•••• M••••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
David Brian WatsonWestlake Village, CaMay 9, 2017May 8, 2017
Jack Travis NoeWestlake Village, CaMay 9, 2017May 8, 2017
Janet Marie RobinsonWestlake Village, CaMay 9, 2017May 8, 2017
Thomas Joseph RobertsonWestlake Village, CaMay 9, 2017May 8, 2017
The rule
Registrations ended
May 9, 2017
Registered next
May 8, 2017
Branch state
CA
Cities
1, most in Westlake Village, Ca
Registered there that day
1,347 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into O•• A•••• M••••••••• L••