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
4 advisors left T•••••• C••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David John Lee Willett | Irvine, Ca | May 13, 2021 | Nov 29, 2017 |
| Isaac Alan Hansen | Irvine, Ca | May 17, 2021 | Nov 29, 2017 |
| John Parnell Ronan | Irvine, Ca | May 17, 2021 | Nov 29, 2017 |
| Thomas Francis Bennett | Irvine, Ca | May 17, 2021 | Nov 29, 2017 |
The rule
- Registrations ended
- May 13, 2021 to May 17, 2021
- Registered next
- Nov 29, 2017
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 72 (people still on IAPD; an estimate)
- Share of that headcount
- 5.6%
- Succession by the destination
- none on the tape