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 L••••• R••• L•• for A• W••••• M••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Eric Gottlieb | Carlsbad, Ca | Jul 17, 2019 | Mar 27, 2019 |
| John Stephen Mckean | Los Angeles, Ca | Jul 17, 2019 | Apr 2, 2019 |
The rule
- Registrations ended
- Jul 17, 2019
- Registered next
- Mar 27, 2019 to Apr 2, 2019
- Branch state
- CA
- Cities
- 2, most in Carlsbad, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape