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
3 advisors left W•••• F•••• A••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Schiller | Irvine, Ca | Nov 29, 2023 | Mar 13, 2024 |
| Serop Kupelian | San Jose, Ca | Nov 29, 2023 | Mar 20, 2024 |
| Michelle Gonzalez | San Diego, Ca | Dec 8, 2023 | Jan 22, 2024 |
The rule
- Registrations ended
- Nov 29, 2023 to Dec 8, 2023
- Registered next
- Jan 22, 2024 to Mar 20, 2024
- Branch state
- CA
- Cities
- 3, most in San Jose, Ca
- Registered there that day
- 13,643 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape