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 R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alec James Nasto | San Francisco, Ca | Sep 13, 2021 | Oct 4, 2021 |
| Bradey Anntoinette Jameson | Newport Beach, Ca | Sep 22, 2021 | Oct 15, 2021 |
The rule
- Registrations ended
- Sep 13, 2021 to Sep 22, 2021
- Registered next
- Oct 4, 2021 to Oct 15, 2021
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 22,096 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape