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 B••••• W••••• M•••••••••
BD affiliatedtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Andrew Lee | Santa Barbara, Ca | Sep 18, 2019 | Jan 1, 2025 |
| Kevin Robert Bourke | Santa Barbara, Ca | Sep 18, 2019 | Aug 30, 2019 |
The rule
- Registrations ended
- Sep 18, 2019
- Registered next
- Aug 30, 2019 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in Santa Barbara, Ca
- Registered there that day
- 8,723 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape