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 M••••• S•••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Lance Prince | Woodland Hills, Ca | Nov 25, 2020 | Nov 23, 2020 |
| Robin Bailey Liebes | Westlake Village, Ca | Nov 25, 2020 | Nov 30, 2020 |
The rule
- Registrations ended
- Nov 25, 2020
- Registered next
- Nov 23, 2020 to Nov 30, 2020
- Branch state
- CA
- Cities
- 2, most in Westlake Village, Ca
- Registered there that day
- 16,602 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape