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 B••••• P••••• W••••• A•••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 13, 2020 to Jan 14, 2020
- Registered next
- Oct 31, 2013 to Aug 5, 2019
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 56 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape