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••• B•••••• A•••••••• L•• for U••• B•••••• I••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert James Gil | Artesia, Ca | Apr 4, 2019 | Apr 26, 2019 |
| Deborah Lee-Kavousi | Saratoga, Ca | Apr 9, 2019 | May 16, 2019 |
| Barry Asher Wellins | San Diego, Ca | Apr 22, 2019 | May 8, 2019 |
The rule
- Registrations ended
- Apr 4, 2019 to Apr 22, 2019
- Registered next
- Apr 26, 2019 to May 16, 2019
- Branch state
- CA
- Cities
- 3, most in Artesia, Ca
- Registered there that day
- 201 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape