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 M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Jimenez | Pasadena, Ca | Jul 1, 2021 | Aug 2, 2021 |
| Mitchell J Dunn | Long Beach, Ca | Jul 9, 2021 | Jul 7, 2021 |
| Venetta Lee Reyes | Pasadena, Ca | Jul 13, 2021 | Oct 5, 2021 |
The rule
- Registrations ended
- Jul 1, 2021 to Jul 13, 2021
- Registered next
- Jul 7, 2021 to Oct 5, 2021
- Branch state
- CA
- Cities
- 2, most in Pasadena, Ca
- Registered there that day
- 17,303 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape