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 O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Alan Lipkin | Chico, Ca | Nov 25, 2024 | Nov 6, 2024 |
| Robert Brian Anderson | Sacramento, Ca | Nov 27, 2024 | Jan 1, 2025 |
| Robert James Anderson | Sacramento, Ca | Nov 27, 2024 | Nov 4, 2024 |
The rule
- Registrations ended
- Nov 25, 2024 to Nov 27, 2024
- Registered next
- Nov 4, 2024 to Jan 1, 2025
- Branch state
- CA
- Cities
- 2, most in Chico, Ca
- Registered there that day
- 6,800 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape