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 A••••• A•• P••••••• S••••••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine Elizabeth Bradford | Walnut Creek, Ca | Nov 13, 2020 | Nov 9, 2020 |
| Johnson George Andrews | Newport Beach, Ca | Nov 13, 2020 | Nov 3, 2020 |
| Sebastian C Marti | Pasadena, Ca | Nov 13, 2020 | Nov 23, 2020 |
The rule
- Registrations ended
- Nov 13, 2020
- Registered next
- Nov 3, 2020 to Nov 23, 2020
- Branch state
- CA
- Cities
- 3, most in Walnut Creek, Ca
- Registered there that day
- 1,255 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape