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
2 advisors left J• P• T••••• • C•••••• C•••••• M••••••••• L•• for S•• I••••••••• A•••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Jonathan Sherer | San Jose, Ca | Feb 6, 2015 | Feb 2, 2015 |
| Timothy John Sherer | San Jose, Ca | Feb 6, 2015 | Feb 3, 2015 |
The rule
- Registrations ended
- Feb 6, 2015
- Registered next
- Feb 2, 2015 to Feb 3, 2015
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 97 (people still on IAPD; an estimate)
- Share of that headcount
- 2.1%
- Succession by the destination
- none on the tape