DFX Intelligence

RIA 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 R•• S••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Destin E ThomasLos Angeles, CaMay 31, 2024Jul 12, 2024
Lharmina T CastroLos Angeles, CaMay 31, 2024Jun 13, 2024
Peter ManziLos Angeles, CaJun 7, 2024Jun 26, 2024
The rule
Registrations ended
May 31, 2024 to Jun 7, 2024
Registered next
Jun 13, 2024 to Jul 12, 2024
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
94 (people still on IAPD; an estimate)
Share of that headcount
3.2%
Succession by the destination
none on the tape
Other teams out of R•• S••••••••• I•••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••