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 M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessalind C Tsui | Glendale, Ca | May 6, 2021 | Jul 20, 2021 |
| David Lawrence Rosenberg | Los Angeles, Ca | May 17, 2021 | May 17, 2021 |
The rule
- Registrations ended
- May 6, 2021 to May 17, 2021
- Registered next
- May 17, 2021 to Jul 20, 2021
- Branch state
- CA
- Cities
- 2, most in Glendale, Ca
- Registered there that day
- 22,365 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape