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
6 advisors left W••••••••• R••••••••• A••••••• for N•• A•••••• S•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Allan Gaynier | Aliso Viejo, Ca | Jul 18, 2016 | Oct 1, 2015 |
| Jeffrey Jon Cullen | Aliso Viejo, Ca | Jul 18, 2016 | Sep 1, 2015 |
| Shannon T Maloney | Aliso Viejo, Ca | Jul 18, 2016 | Sep 2, 2015 |
| Steven Patrick Faggiolly | Aliso Viejo, Ca | Jul 18, 2016 | Dec 14, 2015 |
| Todd Brooks White | Aliso Viejo, Ca | Jul 18, 2016 | Dec 15, 2015 |
| Todd Michael Lohman | Aliso Viejo, Ca | Jul 18, 2016 | Oct 5, 2015 |
The rule
- Registrations ended
- Jul 18, 2016
- Registered next
- Sep 1, 2015 to Dec 15, 2015
- Branch state
- CA
- Cities
- 1, most in Aliso Viejo, Ca
- Registered there that day
- 37 (people still on IAPD; an estimate)
- Share of that headcount
- 16%
- Succession by the destination
- none on the tape