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 U••• B•••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Trajan X Sung | Tustin, Ca | Jun 29, 2022 | Oct 21, 2022 |
| Douglas Robert Gundermann | San Diego, Ca | Jul 11, 2022 | Oct 25, 2022 |
The rule
- Registrations ended
- Jun 29, 2022 to Jul 11, 2022
- Registered next
- Oct 21, 2022 to Oct 25, 2022
- Branch state
- CA
- Cities
- 2, most in Tustin, Ca
- Registered there that day
- 155 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape