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 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 |
|---|---|---|---|
| Arley Maldonado Herrera | Santa Rosa, Ca | Feb 16, 2023 | Mar 29, 2023 |
| Roy Schilder | Thousand Oaks, Ca | Feb 24, 2023 | Apr 6, 2023 |
| Cameron Hughes | Los Angeles, Ca | Mar 3, 2023 | Mar 9, 2023 |
The rule
- Registrations ended
- Feb 16, 2023 to Mar 3, 2023
- Registered next
- Mar 9, 2023 to Apr 6, 2023
- Branch state
- CA
- Cities
- 3, most in Santa Rosa, Ca
- Registered there that day
- 4,951 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape