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 L•• F•••••••• L•• for O•••••••••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Larry Robert Deatherage | San Diego, Ca | Dec 31, 2018 | Dec 3, 2018 |
| Lloyd Jon Engleman | Riverside, Ca | Dec 31, 2018 | Dec 3, 2018 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Dec 3, 2018
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 8,276 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Aug 1, 2018), not necessarily this firm