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 T••••••••• F•••••••• A•••••••• L•• for E•••••••• M••• A•••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lucy Elizabeth Matsumoto | Valencia, Ca | Jun 13, 2024 | Jun 18, 2024 |
| Wanchira Disyaboot | Pasadena, Ca | Jun 13, 2024 | Jun 25, 2024 |
The rule
- Registrations ended
- Jun 13, 2024
- Registered next
- Jun 18, 2024 to Jun 25, 2024
- Branch state
- CA
- Cities
- 2, most in Pasadena, Ca
- Registered there that day
- 898 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape