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 J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jairo Sotelo | Fountain Valley, Ca | Mar 1, 2021 | Apr 7, 2021 |
| Mark P Dyer | Sacramento, Ca | Mar 2, 2021 | Mar 17, 2021 |
The rule
- Registrations ended
- Mar 1, 2021 to Mar 2, 2021
- Registered next
- Mar 17, 2021 to Apr 7, 2021
- Branch state
- CA
- Cities
- 2, most in Fountain Valley, Ca
- Registered there that day
- 22,438 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape