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 E••••• A••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Genecar Z Vivo | San Francisco, Ca | Feb 25, 2020 | Jan 2, 2025 |
| Jon E Henderson | San Francisco, Ca | Feb 25, 2020 | Feb 25, 2020 |
The rule
- Registrations ended
- Feb 25, 2020
- Registered next
- Feb 25, 2020 to Jan 2, 2025
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 21,685 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape