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 L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Susan Adele Knox | San Jose, Ca | Apr 28, 2022 | Feb 10, 2023 |
| Sharon Jeanette Goss | San Jose, Ca | May 10, 2022 | Aug 17, 2023 |
The rule
- Registrations ended
- Apr 28, 2022 to May 10, 2022
- Registered next
- Feb 10, 2023 to Aug 17, 2023
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 14,088 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape