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 C••••• A•••••• N••••••• L•• for C••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Pierpont Morgan | Dinuba, Ca | Jun 16, 2023 | Apr 15, 2019 |
| Scott E Grooms | Mill Valley, Ca | Jun 29, 2023 | Dec 18, 2020 |
The rule
- Registrations ended
- Jun 16, 2023 to Jun 29, 2023
- Registered next
- Apr 15, 2019 to Dec 18, 2020
- Branch state
- CA
- Cities
- 2, most in Dinuba, Ca
- Registered there that day
- 392 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape