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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gina Tuazon Galang | Los Angeles, Ca | Jan 8, 2018 | Dec 18, 2017 |
| Christopher Ornelas | San Francisco, Ca | Jan 12, 2018 | Jan 5, 2018 |
| Jeffrey Schottenstein | San Francisco, Ca | Jan 12, 2018 | Jan 5, 2018 |
The rule
- Registrations ended
- Jan 8, 2018 to Jan 12, 2018
- Registered next
- Dec 18, 2017 to Jan 5, 2018
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 19,861 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape