DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T•••••••• W••••• M••••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Robert Wagner | Newport Beach, Ca | Aug 26, 2024 | Aug 23, 2024 |
| Troy Harrison Brown | Newport Beach, Ca | Aug 26, 2024 | Sep 4, 2024 |
The rule
- Registrations ended
- Aug 26, 2024
- Registered next
- Aug 23, 2024 to Sep 4, 2024
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 23,633 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape