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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Nicholas Maynard | Westlake Village, Ca | Jul 17, 2024 | Jan 15, 2025 |
| Katharine Minnie Wong-Conway | La Jolla, Ca | Jul 18, 2024 | Aug 21, 2024 |
The rule
- Registrations ended
- Jul 17, 2024 to Jul 18, 2024
- Registered next
- Aug 21, 2024 to Jan 15, 2025
- Branch state
- CA
- Cities
- 2, most in Westlake Village, Ca
- Registered there that day
- 20,490 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape