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 L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Christopher Alvarez | El Cajon, Ca | Nov 4, 2024 | Oct 30, 2024 |
| Ryan Evans Kirby | Camarillo, Ca | Nov 4, 2024 | Oct 30, 2024 |
| Leonel Alexander Aceituno | La Mesa, Ca | Nov 14, 2024 | Oct 31, 2024 |
The rule
- Registrations ended
- Nov 4, 2024 to Nov 14, 2024
- Registered next
- Oct 30, 2024 to Oct 31, 2024
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 107 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape