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 R••••• F•••••••• A••••••• for W••••••••• R••••••••• A•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Damian Jacques Dufour | La Mesa, Ca | Dec 1, 2021 | Dec 2, 2021 |
| Jackson Kaye Miller | La Mesa, Ca | Dec 1, 2021 | Dec 2, 2021 |
The rule
- Registrations ended
- Dec 1, 2021
- Registered next
- Dec 2, 2021
- Branch state
- CA
- Cities
- 1, most in La Mesa, Ca
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape