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 A••••• A•• P••••••• S••••••• for O•• C•••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Michael Kessler | San Francisco, Ca | Mar 24, 2021 | Mar 22, 2021 |
| Sheila Tuttle Cimini | San Francisco, Ca | Mar 24, 2021 | Mar 19, 2021 |
The rule
- Registrations ended
- Mar 24, 2021
- Registered next
- Mar 19, 2021 to Mar 22, 2021
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 983 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape