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
4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marcy Michele Mackless | San Diego, Ca | May 31, 2022 | Aug 4, 2025 |
| Ara Kevork Mekhitarian | Los Angeles, Ca | Jun 1, 2022 | May 19, 2022 |
| Leonardo Aguilar | Encino, Ca | Jun 1, 2022 | May 20, 2022 |
| Christopher Angel Zambrano | Pasadena, Ca | Jun 3, 2022 | May 17, 2022 |
The rule
- Registrations ended
- May 31, 2022 to Jun 3, 2022
- Registered next
- May 17, 2022 to Aug 4, 2025
- Branch state
- CA
- Cities
- 4, most in San Diego, Ca
- Registered there that day
- 14,057 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape