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 R••••••••• C•••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Pedro Jaime Marti | Beverly Hills, Ca | Oct 2, 2019 | Sep 27, 2019 |
| Loreen A Washburn | Beverly Hills, Ca | Oct 4, 2019 | Sep 27, 2019 |
The rule
- Registrations ended
- Oct 2, 2019 to Oct 4, 2019
- Registered next
- Sep 27, 2019
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 14,417 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape