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
3 advisors left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geoffrey Ross Berlin | Los Angeles, Ca | Jul 9, 2024 | Jul 9, 2024 |
| Lara Michelle Magnusen | Los Angeles, Ca | Jul 9, 2024 | Jul 9, 2024 |
| Cynthia M Serbia | San Francisco, Ca | Jul 13, 2024 | Apr 2, 2025 |
The rule
- Registrations ended
- Jul 9, 2024 to Jul 13, 2024
- Registered next
- Jul 9, 2024 to Apr 2, 2025
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 10,637 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape