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 U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lorraine Kelly Adams | Irvine, Ca | Sep 25, 2018 | Oct 11, 2018 |
| Danny Seto | San Francisco, Ca | Oct 3, 2018 | Oct 16, 2018 |
The rule
- Registrations ended
- Sep 25, 2018 to Oct 3, 2018
- Registered next
- Oct 11, 2018 to Oct 16, 2018
- Branch state
- CA
- Cities
- 2, most in Irvine, Ca
- Registered there that day
- 14,688 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape