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 I•• C••••••• L•• for W•••• F•••• A•••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Morris Steinberg | Newport Beach, Ca | Jul 26, 2023 | Sep 26, 2023 |
| Scott N Mesa | Newport Beach, Ca | Jul 26, 2023 | Oct 2, 2023 |
| Shaun Skeris | Newport Beach, Ca | Jul 26, 2023 | Sep 26, 2023 |
The rule
- Registrations ended
- Jul 26, 2023
- Registered next
- Sep 26, 2023 to Oct 2, 2023
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 64 (people still on IAPD; an estimate)
- Share of that headcount
- 4.7%
- Succession by the destination
- none on the tape