DFX Intelligence

RIA 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

4 advisors left W•••• F•••• A••••••• for A••••••••• F•••••••• S•••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Veronica Marie DeanSan Diego, CaSep 5, 2018Aug 31, 2018
Christopher Blake CohnLa Jolla, CaSep 6, 2018Aug 31, 2018
Laurens Hamilton RhinelanderLa Jolla, CaSep 6, 2018Aug 31, 2018
Simon David LewisLa Jolla, CaSep 6, 2018Aug 31, 2018
The rule
Registrations ended
Sep 5, 2018 to Sep 6, 2018
Registered next
Aug 31, 2018
Branch state
CA
Cities
2, most in La Jolla, Ca
Registered there that day
14,295 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into A••••••••• F•••••••• S•••••••• L••