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
5 advisors left W•••• F•••• A••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tracy Maren Pati | San Leandro, Ca | Nov 12, 2015 | Oct 5, 2016 |
| Nan Cheng Newman | Pasadena, Ca | Nov 23, 2015 | Sep 15, 2016 |
| Christine Kelly Muir | Los Angeles, Ca | Nov 24, 2015 | Nov 20, 2015 |
| Lisa M Haygood | Roseville, Ca | Dec 7, 2015 | Dec 23, 2015 |
| Ghalib Abdulla Kanji | Woodland Hills, Ca | Dec 17, 2015 | Dec 15, 2015 |
The rule
- Registrations ended
- Nov 12, 2015 to Dec 17, 2015
- Registered next
- Nov 20, 2015 to Oct 5, 2016
- Branch state
- CA
- Cities
- 5, most in San Leandro, Ca
- Registered there that day
- 12,927 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape