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
5 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carolyn Parenti-Pearson | Fresno, Ca | Apr 21, 2023 | Apr 11, 2023 |
| Kimberly Lynn Corrente | Fresco, Ca | Apr 24, 2023 | Apr 11, 2023 |
| Stevan Thomas Dority | Monterey, Ca | Apr 25, 2023 | Apr 6, 2023 |
| Brian Vahan Serimian | Fresno, Ca | Apr 28, 2023 | Apr 11, 2023 |
| Richard Anthony Camacho | Fresno, Ca | Apr 28, 2023 | Apr 10, 2023 |
The rule
- Registrations ended
- Apr 21, 2023 to Apr 28, 2023
- Registered next
- Apr 6, 2023 to Apr 11, 2023
- Branch state
- CA
- Cities
- 3, most in Fresno, Ca
- Registered there that day
- 5,429 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape