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
7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Basilio | Chula Vista, Ca | May 11, 2023 | Aug 2, 2023 |
| Lauren Chelsea Cantillo | La Quinta, Ca | May 16, 2023 | May 16, 2023 |
| Timothy Robbins | Rohnert Park, Ca | May 16, 2023 | May 2, 2023 |
| Qingfeng Lin | Irvine, Ca | May 18, 2023 | May 16, 2023 |
| Juan Francisco Martin | Santa Clarita, Ca | May 30, 2023 | May 17, 2023 |
| Po Teng | San Francisco, Ca | May 31, 2023 | Jun 1, 2023 |
The rule
- Registrations ended
- May 11, 2023 to May 31, 2023
- Registered next
- May 2, 2023 to Aug 2, 2023
- Branch state
- CA
- Cities
- 7, most in Chula Vista, Ca
- Registered there that day
- 23,424 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape