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
4 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hannah Lee Grossblatt | Seattle, Wa | Nov 25, 2024 | Nov 14, 2024 |
| Brigitte Marianna Lembo | Bothell, Wa | Nov 26, 2024 | Nov 15, 2024 |
| Madeline Faye Grossblatt | Seattle, Wa | Nov 27, 2024 | Nov 14, 2024 |
| Gary Allan Grossblatt | Seattle, Wa | Dec 10, 2024 | Nov 14, 2024 |
The rule
- Registrations ended
- Nov 25, 2024 to Dec 10, 2024
- Registered next
- Nov 14, 2024 to Nov 15, 2024
- Branch state
- WA
- Cities
- 2, most in Seattle, Wa
- Registered there that day
- 9,057 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape