DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for L•••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan Wright JewittSan Diego, CaMay 23, 2023May 1, 2023
Peter Tsutae MorimotoSan Diego, CaMay 23, 2023May 1, 2023
Roy Morgan ElliottSan Diego, CaMay 23, 2023May 2, 2023
Samuel Douglas HoeckSan Diego, CaMay 23, 2023May 1, 2023
The rule
Registrations ended
May 23, 2023
Registered next
May 1, 2023 to May 2, 2023
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
570 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into L•••