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.
Firm absorbed
3 advisors left N•••••• W••••• A••••••• for C••• L••
unclassifiedtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jayne Marie Byrne | Fallbrook, Ca | Dec 7, 2016 | Apr 18, 2016 |
| Michael Jay Lerner | San Diego, Ca | Dec 7, 2016 | Apr 18, 2016 |
| Steven Keith Lerner | San Diego, Ca | Dec 7, 2016 | Apr 18, 2016 |
The rule
- Registrations ended
- Dec 7, 2016
- Registered next
- Apr 18, 2016
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape