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.
Channel change (one enterprise)
4 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••
Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Tyler Wade Pribilovics | Walnut Creek, Ca | Apr 19, 2024 | Apr 19, 2024 |
| Kathy J Sowl Chelini | Orinda, Ca | Apr 19, 2024 | Apr 19, 2024 |
| Mark Passalacqua | Orinda, Ca | Apr 19, 2024 | Apr 19, 2024 |
| Meena Kotak | El Segundo, Ca | Apr 26, 2024 | Feb 10, 2023 |
The rule
- Registrations ended
- Apr 19, 2024 to Apr 26, 2024
- Registered next
- Feb 10, 2023 to Apr 19, 2024
- Branch state
- CA
- Cities
- 3, most in Orinda, Ca
- Registered there that day
- 13,659 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape