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 K•••••• I••••••••• M••••••••• I••• for E••••• A•••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Allen Groth | Los Angeles, Ca | Jul 2, 2024 | Jul 10, 2024 |
| Michael Alan Wienandt | San Diego, Ca | Jul 2, 2024 | Jul 10, 2024 |
The rule
- Registrations ended
- Jul 2, 2024
- Registered next
- Jul 10, 2024
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape