DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for M••••• S••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Frederick Marcel PrzekopSan Francisco, CaJun 28, 2023Jun 21, 2023
Karla Noemi LynnSan Francisco, CaJun 28, 2023Jun 21, 2023
Patricia Cauchi CasentiniSan Francisco, CaJun 28, 2023Jun 30, 2023
The rule
Registrations ended
Jun 28, 2023
Registered next
Jun 21, 2023 to Jun 30, 2023
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
510 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into M••••• S••••••