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 U••• B•••••• I••••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaime Caraveo | Roseville, Ca | Sep 21, 2023 | Sep 7, 2023 |
| Andres Ambrosio Vigil Camacho | San Rafael, Ca | Sep 26, 2023 | Oct 5, 2023 |
The rule
- Registrations ended
- Sep 21, 2023 to Sep 26, 2023
- Registered next
- Sep 7, 2023 to Oct 5, 2023
- Branch state
- CA
- Cities
- 2, most in Roseville, Ca
- Registered there that day
- 23,627 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape