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
7 advisors left C••• F•••••••• S•••••••• L••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel M Krase | Honolulu, Hi | Mar 28, 2024 | Mar 28, 2024 |
| David John Kimura | Ewa Beach, Hi | Mar 28, 2024 | Apr 1, 2024 |
| Kimberly Ireijo | Ewa Beach, Hi | Mar 28, 2024 | Mar 28, 2024 |
| Michael George Horton | Kaneohe, Hi | Mar 28, 2024 | Mar 28, 2024 |
| Regan Shigeo Yamada | Aiea, Hi | Mar 28, 2024 | Apr 1, 2024 |
| Ross Tatsuo Kumasaki | Mililani, Hi | Mar 28, 2024 | Mar 28, 2024 |
| Sean Masao Umetsu | Honolulu, Hi | Mar 28, 2024 | Mar 28, 2024 |
The rule
- Registrations ended
- Mar 28, 2024
- Registered next
- Mar 28, 2024 to Apr 1, 2024
- Branch state
- HI
- Cities
- 5, most in Ewa Beach, Hi
- Registered there that day
- 505 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape