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
3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher James Heckenkamp | Long Beach, Ca | Sep 13, 2022 | Jan 25, 2023 |
| Colin Michael Fernie | Mammoth Lakes, Ca | Sep 27, 2022 | Sep 22, 2022 |
| Eric Paul Wasserman | Mammoth Lakes, Ca | Sep 27, 2022 | Sep 21, 2022 |
The rule
- Registrations ended
- Sep 13, 2022 to Sep 27, 2022
- Registered next
- Sep 21, 2022 to Jan 25, 2023
- Branch state
- CA
- Cities
- 2, most in Mammoth Lakes, Ca
- Registered there that day
- 1,855 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape