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
9 advisors left C••••• M•••••• for W••• W••••• G••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Joseph-Fahy Serrano | Irvine, Ca | Dec 3, 2021 | Oct 26, 2021 |
| Brian M Levy | Irvine, Ca | Dec 3, 2021 | Oct 5, 2021 |
| Garrett Taylor Yack | Irvine, Ca | Dec 3, 2021 | Oct 26, 2021 |
| Lauren Vera Gershen | La Quinta, Ca | Dec 3, 2021 | Dec 15, 2021 |
| Michael Ray Clark | Irvine, Ca | Dec 3, 2021 | Oct 5, 2021 |
| Richard Barrett Mangus | Irvine, Ca | Dec 3, 2021 | Oct 26, 2021 |
| Rudy Dahbura | Irvine, Ca | Dec 3, 2021 | Oct 26, 2021 |
| Shane Patrick Brosnan | Irvine, Ca | Dec 3, 2021 | Oct 26, 2021 |
| Steven Tyler Mcbrayer | Irvine, Ca | Dec 3, 2021 | Nov 3, 2021 |
The rule
- Registrations ended
- Dec 3, 2021
- Registered next
- Oct 5, 2021 to Dec 15, 2021
- Branch state
- CA
- Cities
- 2, most in Irvine, Ca
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape