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 L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Bryan Dorado | Fontana, Ca | Feb 10, 2021 | Jun 18, 2021 |
| Jamie Jo Meisinger | Santa Barbara, Ca | Feb 16, 2021 | Feb 11, 2021 |
| Kathryn Ellyn Mathis | Santa Barbara, Ca | Feb 16, 2021 | Feb 11, 2021 |
| Richard Joseph Pakes | Santa Barbara, Ca | Feb 16, 2021 | Feb 11, 2021 |
| Lisa My-Phuong Koyama | San Diego, Ca | Feb 25, 2021 | Feb 26, 2021 |
The rule
- Registrations ended
- Feb 10, 2021 to Feb 25, 2021
- Registered next
- Feb 11, 2021 to Jun 18, 2021
- Branch state
- CA
- Cities
- 3, most in Santa Barbara, Ca
- Registered there that day
- 14,347 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape