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

14 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for W•••• F•••• A•••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Hutchinson KadishLos Angeles, CaMay 23, 2023May 3, 2023
Ana Razel SantarinaSan Francisco, CaMay 23, 2023May 2, 2023
David MuchaSan Francisco, CaMay 23, 2023May 2, 2023
Gina Kim SeidLos Angeles, CaMay 23, 2023May 4, 2023
Heather Miran ChungLos Angeles, CaMay 23, 2023May 4, 2023
Jeffrey Robert TylerLos Angeles, CaMay 23, 2023May 4, 2023
Marissa Seleste PattisonSan Francisco, CaMay 23, 2023May 1, 2023
Nicholas Evan DaveyLos Angeles, CaMay 23, 2023May 3, 2023
Paul Michael BurkeLos Angeles, CaMay 23, 2023May 4, 2023
Robert Paul GehlenSan Francisco, CaMay 23, 2023May 2, 2023
Robert Agostino RovettiSan Francisco, CaMay 31, 2023Jun 30, 2023
Ethel LopezEncino, CaJun 6, 2023Jun 5, 2023
Garry Charles PaceEncino, CaJun 6, 2023Jun 5, 2023
Joshua Lee PaceLos Angeles, CaJun 6, 2023Jun 5, 2023
The rule
Registrations ended
May 23, 2023 to Jun 6, 2023
Registered next
May 1, 2023 to Jun 30, 2023
Branch state
CA
Cities
3, most in Los Angeles, Ca
Registered there that day
570 (people still on IAPD; an estimate)
Share of that headcount
2.5%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into W•••• F•••• A•••••••