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 W••••••••• R••••••••• A••••••• for N•• A•••••• S•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David De Tagyos | Aliso Viejo, Ca | Oct 2, 2015 | Sep 1, 2015 |
| Marjory Grannis Blackmer | Aliso Viejo, Ca | Oct 2, 2015 | Sep 1, 2015 |
| Sara Lyn Strasser | Aliso Viejo, Ca | Oct 2, 2015 | Sep 1, 2015 |
The rule
- Registrations ended
- Oct 2, 2015
- Registered next
- Sep 1, 2015
- Branch state
- CA
- Cities
- 1, most in Aliso Viejo, Ca
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 7.1%
- Succession by the destination
- none on the tape