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
4 advisors left M••••• S•••••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Payne Wilkinson | Stockton, Ca | Jun 10, 2016 | May 12, 2016 |
| Larry Dean Watts | Stockton, Ca | Jun 10, 2016 | May 12, 2016 |
| Robert John Thompson | Stockton, Ca | Jun 10, 2016 | May 12, 2016 |
| Jeffrey Barry Levine | Irvine, Ca | Jun 17, 2016 | May 26, 2016 |
The rule
- Registrations ended
- Jun 10, 2016 to Jun 17, 2016
- Registered next
- May 12, 2016 to May 26, 2016
- Branch state
- CA
- Cities
- 2, most in Stockton, Ca
- Registered there that day
- 13,745 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape