DFX Intelligence

RIA 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.

9 advisors left C••• F•••••••• S•••••••• L••• for A••••••••• F•••••••• S•••••••• L••

Team lift-outjoined A••••••••• F•••••••• S•••••••• L••
No date on record · this record
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian James VennEncinitas, CaAug 2, 2021Aug 2, 2021
Carlo Albert Manalastas BotonImperial Beach, CaAug 2, 2021Aug 2, 2021
Humberto Rury JimenezNorth Hollywood, CaAug 2, 2021Aug 2, 2021
John Michael GreeneTorrance, CaAug 2, 2021Aug 2, 2021
Kevin Dennis MeyerChula Vista, CaAug 2, 2021Aug 2, 2021
Manuel Demetrius HornerSan Diego, CaAug 2, 2021Aug 2, 2021
Sean R CoumansNorth Hollywood, CaAug 2, 2021Aug 2, 2021
Thomas Jay StoutEncinitas, CaAug 2, 2021Aug 2, 2021
Young Suh KimDowney, CaAug 2, 2021Aug 3, 2021
The rule
Registrations ended
Aug 2, 2021
Registered next
Aug 2, 2021 to Aug 3, 2021
Branch state
CA
Cities
7, most in Encinitas, Ca
Registered there that day
439 (people still on IAPD; an estimate)
Share of that headcount
2.1%
Succession by the destination
none on the tape
Other teams out of C••• F•••••••• S•••••••• L•••Other teams into A••••••••• F•••••••• S•••••••• L••