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 U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth Baxter Rollins | Fresno, Ca | Mar 22, 2024 | Mar 12, 2024 |
| Troy Anthony Litle | Fresno, Ca | Mar 22, 2024 | Mar 11, 2024 |
| Nolan James Phillips | Mill Valley, Ca | Mar 29, 2024 | Mar 18, 2026 |
The rule
- Registrations ended
- Mar 22, 2024 to Mar 29, 2024
- Registered next
- Mar 11, 2024 to Mar 18, 2026
- Branch state
- CA
- Cities
- 2, most in Fresno, Ca
- Registered there that day
- 8,819 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape