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
6 advisors left F•• S••••••••• C••••••••• for S•••••••• E••••• P•••••••• L•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Russell Crosby | Modesto, Ca | Nov 3, 2023 | Aug 21, 2018 |
| Dennis Lee Jackson | Grover Beach, Ca | Nov 3, 2023 | Nov 13, 2014 |
| James Asher Jackson | Grover Beach, Ca | Nov 3, 2023 | Nov 13, 2014 |
| Kaiping Kenneth Wu | Irvine, Ca | Nov 3, 2023 | Oct 29, 2015 |
| Larry Alan Gunstream | Glendora, Ca | Nov 3, 2023 | Nov 13, 2014 |
| Michael Stephen Holbrook | Walnut Creek, Ca | Nov 3, 2023 | Oct 20, 2023 |
The rule
- Registrations ended
- Nov 3, 2023
- Registered next
- Nov 13, 2014 to Oct 20, 2023
- Branch state
- CA
- Cities
- 5, most in Grover Beach, Ca
- Registered there that day
- 497 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape