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 S••••••• F•••••••• S•••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darren Scott Mason | Newport Beach, Ca | Jun 26, 2023 | Jun 26, 2023 |
| Jerry Allan Kanter | Newport Beach, Ca | Jun 26, 2023 | Jun 26, 2023 |
The rule
- Registrations ended
- Jun 26, 2023
- Registered next
- Jun 26, 2023
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 883 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape