DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•• I•••••••• S•••••••• L•• for T•• A•••••••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ciano Buthler VillaquiranSan Diego, CaAug 24, 2021Aug 20, 2021
James Robert LingelbachSan Diego, CaAug 24, 2021Aug 23, 2021
Luciana Pires MacedoSan Diego, CaAug 24, 2021Aug 20, 2021
Tyler CohenSan Diego, CaAug 24, 2021Aug 20, 2021
The rule
Registrations ended
Aug 24, 2021
Registered next
Aug 20, 2021 to Aug 23, 2021
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
4,024 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•• I•••••••• S•••••••• L••Other teams into T•• A•••••••• G••••