DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for R••••••••• C•••••• M•••••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Evan FarberSan Francisco, CaMay 16, 2023Apr 19, 2023
Esma BajraktarevicSan Francisco, CaMay 16, 2023Apr 19, 2023
Katarzyna AnemodourasSan Francisco, CaMay 16, 2023Apr 19, 2023
Kevin C FinleySan Francisco, CaMay 16, 2023Apr 19, 2023
Schuyler Hallett PerrySan Francisco, CaMay 16, 2023Apr 19, 2023
Shaun Michael Van VlietSan Francisco, CaMay 16, 2023Apr 19, 2023
Timothy DeygooSan Francisco, CaMay 16, 2023Apr 19, 2023
Daniel Bennett SelcowSan Francisco, CaMay 23, 2023May 1, 2023
Daniel David LangonSan Francisco, CaMay 24, 2023May 5, 2023
Kyle Philip LaughlinSan Francisco, CaMay 24, 2023May 5, 2023
Margaret Ann PierattiniSan Francisco, CaMay 24, 2023May 5, 2023
The rule
Registrations ended
May 16, 2023 to May 24, 2023
Registered next
Apr 19, 2023 to May 5, 2023
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
640 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into R••••••••• C•••••• M•••••••••