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 F•••••••• L•• for S•••••••• F••••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jasper Carl Schanna | Laguna Niguel, Ca | Aug 19, 2015 | Aug 21, 2015 |
| James Milne Provencher | San Diego, Ca | Aug 28, 2015 | Aug 24, 2015 |
The rule
- Registrations ended
- Aug 19, 2015 to Aug 28, 2015
- Registered next
- Aug 21, 2015 to Aug 24, 2015
- Branch state
- CA
- Cities
- 2, most in Laguna Niguel, Ca
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape