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 U•• F•••••••• S••••••• I••• for L••••• W••••• A•••••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eugene David Stoeckly | Pasadena, Ca | Dec 16, 2021 | Jan 5, 2022 |
| Eugene William Stoeckly | La Canada, Ca | Dec 16, 2021 | Jan 5, 2022 |
The rule
- Registrations ended
- Dec 16, 2021
- Registered next
- Jan 5, 2022
- Branch state
- CA
- Cities
- 2, most in La Canada, Ca
- Registered there that day
- 8,264 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape