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.

Team lift-out

3 advisors left F•••••• I••••••••• M••••••••• I••• for E•••••• A•• W•••• F•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew G RosnerSan Diego, CaSep 14, 2016Mar 15, 2016
Kenneth D BobadillaSan Diego, CaSep 14, 2016Mar 15, 2016
Patrick Manderson ComerSan Diego, CaSep 14, 2016Mar 15, 2016
The rule
Registrations ended
Sep 14, 2016
Registered next
Mar 15, 2016
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape
Other teams out of F•••••• I••••••••• M••••••••• I•••Other teams into E•••••• A•• W•••• F•••••••• L••