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 C••••••••• F•••••••• N•••••• for M•••••• W••••• M••••••••• I•••
national BDtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heather Rose Nicholas | San Diego, Ca | Oct 6, 2025 | Apr 25, 2019 |
| William Benjamin Corder | Irvine, Ca | Oct 6, 2025 | Nov 1, 2012 |
The rule
- Registrations ended
- Oct 6, 2025
- Registered next
- Nov 1, 2012 to Apr 25, 2019
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 3,240 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape