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 O•••• F•• I••• for W•••• I••••••••• A•••••••• L••

BD affiliatedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Antonio DominguezSan Ramon, CaAug 24, 2021Jan 1, 2025
Daniel Spector-FransonSan Ramon, CaAug 24, 2021Aug 23, 2021
Michael Andre AguadoSan Ramon, CaAug 24, 2021Aug 23, 2021
Rachel Marie HarrisSan Ramon, CaAug 24, 2021Aug 23, 2021
John Christopher KimSan Ramon, CaAug 25, 2021Aug 23, 2021
The rule
Registrations ended
Aug 24, 2021 to Aug 25, 2021
Registered next
Aug 23, 2021 to Jan 1, 2025
Branch state
CA
Cities
1, most in San Ramon, Ca
Registered there that day
1,066 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape