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
2 advisors left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Clifton Hammack | Los Altos, Ca | May 13, 2021 | Feb 10, 2025 |
| Gabriella Marie Trujillo | Upland, Ca | May 14, 2021 | Jun 23, 2021 |
The rule
- Registrations ended
- May 13, 2021 to May 14, 2021
- Registered next
- Jun 23, 2021 to Feb 10, 2025
- Branch state
- CA
- Cities
- 2, most in Los Altos, Ca
- Registered there that day
- 3,308 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape