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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Atwood | Rancho Santa Fe, Ca | Apr 24, 2018 | Apr 20, 2018 |
| Mica Tieu Lam | Los Angeles, Ca | Apr 24, 2018 | May 16, 2018 |
The rule
- Registrations ended
- Apr 24, 2018
- Registered next
- Apr 20, 2018 to May 16, 2018
- Branch state
- CA
- Cities
- 2, most in Rancho Santa Fe, Ca
- Registered there that day
- 20,191 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape