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•••• F•••• A••••••• for H••••••• W••••• A•••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Maurice Finnigan | Coos Bay, Or | Aug 9, 2024 | Aug 1, 2024 |
| Joshua James Snoddy | Coos Bay, Or | Aug 9, 2024 | Aug 1, 2024 |
The rule
- Registrations ended
- Aug 9, 2024
- Registered next
- Aug 1, 2024
- Branch state
- OR
- Cities
- 1, most in Coos Bay, Or
- Registered there that day
- 2,908 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape