DFX Intelligence

RIA Intelligence

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Team lift-out

5 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
Leah Marie D'AgostinoSan Francisco, CaJun 27, 2023Jun 16, 2023
Lisa Marie KitchinSan Francisco, CaJun 27, 2023Jun 16, 2023
Sierra Isabel Zora MackenSan Francisco, CaJun 27, 2023Jun 16, 2023
Elizabeth Anne PalomequeSan Francisco, CaJul 5, 2023Jun 16, 2023
Kristin Kaye NicholsonSan Francisco, CaJul 5, 2023Jun 16, 2023
The rule
Registrations ended
Jun 27, 2023 to Jul 5, 2023
Registered next
Jun 16, 2023
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
515 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into R••••••••• C•••••• M•••••••••