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 U••••• C•••••• F•••••••• A••••••• for F••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Janet Kohrmann | San Diego, Ca | Oct 27, 2023 | Sep 22, 2023 |
| Jeffrey Hawkins | Modesto, Ca | Nov 3, 2023 | Oct 13, 2023 |
| Michael David Desantis | Newport Beach, Ca | Nov 3, 2023 | Jan 1, 2026 |
The rule
- Registrations ended
- Oct 27, 2023 to Nov 3, 2023
- Registered next
- Sep 22, 2023 to Jan 1, 2026
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 223 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape