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
6 advisors left N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• for G•••••• W••••• P•••••••• L••
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Joseph Minahan | Los Angeles, Ca | Nov 29, 2017 | Apr 5, 2023 |
| Siamak Ghajar Dowlatshahi | Los Angeles, Ca | Nov 29, 2017 | Sep 18, 2025 |
| Mark William Goldberg | Los Angeles, Ca | Dec 5, 2017 | Sep 29, 2023 |
| Richard Elliott Clough | Los Angeles, Ca | Dec 5, 2017 | Sep 13, 2023 |
| Howard Robert Pinson | Los Angeles, Ca | Dec 6, 2017 | Oct 3, 2023 |
| Neil Philip Manning | Los Angeles, Ca | Dec 6, 2017 | Feb 18, 2026 |
The rule
- Registrations ended
- Nov 29, 2017 to Dec 6, 2017
- Registered next
- Apr 5, 2023 to Feb 18, 2026
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 416 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape