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 Y•••• W••••• M•••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anat Nurit Levy Yoder | San Diego, Ca | Apr 24, 2018 | Jan 29, 2018 |
| Michael David Yoder | Walnut Creek, Ca | Apr 24, 2018 | Jan 29, 2018 |
The rule
- Registrations ended
- Apr 24, 2018
- Registered next
- Jan 29, 2018
- Branch state
- CA
- Cities
- 2, most in Walnut Creek, Ca
- Registered there that day
- 1,904 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape