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 R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joe Rex Woods | Coronado, Ca | Feb 28, 2025 | Feb 27, 2025 |
| William Rolfe Shinen | Westminster, Ca | Feb 28, 2025 | Feb 28, 2025 |
| Julia Doyle | Coronado, Ca | Mar 3, 2025 | Feb 27, 2025 |
The rule
- Registrations ended
- Feb 28, 2025 to Mar 3, 2025
- Registered next
- Feb 27, 2025 to Feb 28, 2025
- Branch state
- CA
- Cities
- 2, most in Coronado, Ca
- Registered there that day
- 5,731 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape