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 P••• • B••••• I••••••••• L••• for I••••••••• F•••••••• G••••• L••
unclassifiedtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Gustave Benson | Encino, Ca | Jan 21, 2025 | Jul 27, 2022 |
| Gregory Jay Meyer | Encino, Ca | Jan 21, 2025 | Jul 27, 2022 |
The rule
- Registrations ended
- Jan 21, 2025
- Registered next
- Jul 27, 2022
- Branch state
- CA
- Cities
- 1, most in Encino, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape