DFX Intelligence

RIA 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

11 advisors left W••• A••••••••• for N•• A••••••• S••••••• I••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Gleason StewartCampbell, CaApr 18, 2017Feb 14, 2017
Dean Otis LeonardCampbell, CaApr 18, 2017Feb 14, 2017
John Hendrik WallbrinkCampbell, CaApr 18, 2017Feb 14, 2017
Lannie Cecil WrightSalinas, CaApr 18, 2017Mar 3, 2017
Michael Travis WilsonSanta Rosa, CaApr 18, 2017Feb 6, 2017
Rebecca Ann CameronCampbell, CaApr 18, 2017Feb 17, 2017
Stacy Mallory TredennickCampbell, CaApr 18, 2017Feb 14, 2017
Sylvain P. LapointeCampbell, CaApr 18, 2017Jan 31, 2017
Tara Christel TrautschPacific Grove, CaApr 18, 2017Feb 14, 2017
Tom Jerald WoodRedding, CaApr 18, 2017Feb 16, 2017
William Emil FredricksonSanta Rosa, CaApr 18, 2017Feb 13, 2017
The rule
Registrations ended
Apr 18, 2017
Registered next
Jan 31, 2017 to Mar 3, 2017
Branch state
CA
Cities
5, most in Campbell, Ca
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
79%
Succession by the destination
none on the tape
Other teams out of W••• A•••••••••Other teams into N•• A••••••• S••••••• I••