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 S•••••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian A Glomb | Los Gatos, Ca | Aug 9, 2023 | Jul 28, 2023 |
| Jessica Rene Regidor | Los Gatos, Ca | Aug 10, 2023 | Jul 28, 2023 |
| Michael Christian Glomb | Los Gatos, Ca | Aug 10, 2023 | Jul 28, 2023 |
The rule
- Registrations ended
- Aug 9, 2023 to Aug 10, 2023
- Registered next
- Jul 28, 2023
- Branch state
- CA
- Cities
- 1, most in Los Gatos, Ca
- Registered there that day
- 8,638 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape