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
5 advisors left E••••• J•••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alec Arthur Prinze | Elk Grove, Ca | Sep 6, 2022 | Sep 2, 2022 |
| Roland Martin | Oakland, Ca | Sep 19, 2022 | Sep 16, 2022 |
| Jaison Gary Norton | Visalia, Ca | Sep 20, 2022 | Sep 19, 2022 |
| James Bassett | San Ramon, Ca | Sep 30, 2022 | Sep 29, 2022 |
| Randi Allyn Bednarczyk | Walnut Creek, Ca | Sep 30, 2022 | Sep 29, 2022 |
The rule
- Registrations ended
- Sep 6, 2022 to Sep 30, 2022
- Registered next
- Sep 2, 2022 to Sep 29, 2022
- Branch state
- CA
- Cities
- 5, most in Sacramento, Ca
- Registered there that day
- 18,600 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape