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 W•••• F•••• A••••••• for U••• B•••••• I••••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexandar Milovanovich | Roseville, Ca | Jul 20, 2021 | Jul 17, 2023 |
| Daniel Curtis | El Segundo, Ca | Aug 3, 2021 | Mar 25, 2022 |
The rule
- Registrations ended
- Jul 20, 2021 to Aug 3, 2021
- Registered next
- Mar 25, 2022 to Jul 17, 2023
- Branch state
- CA
- Cities
- 2, most in Roseville, Ca
- Registered there that day
- 14,093 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape