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 G••• C•••• S••••••••• I••• for B••••••••• A•••• M••••••••• L••
othertoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisabeth Morgan Schiller | Glendale, Ca | May 31, 2024 | Jan 1, 2025 |
| Oleg Katrikh | Burbank, Ca | May 31, 2024 | Jun 3, 2024 |
| Patrick Steven Selway | Tarzana, Ca | May 31, 2024 | Jun 3, 2024 |
The rule
- Registrations ended
- May 31, 2024
- Registered next
- Jun 3, 2024 to Jan 1, 2025
- Branch state
- CA
- Cities
- 3, most in Burbank, Ca
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape