DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for F••• S••••• A•••• M••••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clinton James Dodson | Honolulu, Hi | Dec 5, 2019 | Jan 1, 2026 |
| Richard M Wertheimer | Honolulu, Hi | Dec 5, 2019 | Jan 1, 2026 |
The rule
- Registrations ended
- Dec 5, 2019
- Registered next
- Jan 1, 2026
- Branch state
- HI
- Cities
- 1, most in Honolulu, Hi
- Registered there that day
- 15,312 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape