DFX Intelligence

RIA Intelligence

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Team lift-out

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

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Douglas MacdonaldNewport Beach, CaMay 8, 2023Apr 10, 2023
Todd Wayne HalbrookNewport Beach, CaMay 8, 2023Apr 10, 2023
Brian John AddingtonSan Francisco, CaMay 18, 2023Apr 25, 2023
Janine Louise TrujilloNewport Beach, CaMay 18, 2023May 22, 2023
Kristin Sullivan ChasetSan Francisco, CaMay 18, 2023Apr 26, 2023
Naing LinSan Francisco, CaMay 18, 2023Apr 26, 2023
Susan My FongSan Francisco, CaMay 18, 2023Apr 26, 2023
Theresa AllenNewport Beach, CaMay 18, 2023Apr 24, 2023
Victoria Lorraine BlancoNewport Beach, CaMay 18, 2023Apr 28, 2023
Eric Scott HagerSan Francisco, CaMay 19, 2023Apr 28, 2023
Mark Allen FriedmanSan Francisco, CaMay 19, 2023Apr 28, 2023
Mitchell Ryan PetersSan Francisco, CaMay 19, 2023Apr 28, 2023
Nicholas Vito LombardoSan Francisco, CaMay 19, 2023Apr 28, 2023
Aimee Rebecca HazelwoodSan Francisco, CaMay 24, 2023May 4, 2023
Jason Michael TomSan Francisco, CaMay 24, 2023May 8, 2023
Mark Ronald NickelSan Francisco, CaMay 24, 2023May 4, 2023
Michael Bingham CoxSan Francisco, CaMay 24, 2023May 4, 2023
The rule
Registrations ended
May 8, 2023 to May 24, 2023
Registered next
Apr 10, 2023 to May 22, 2023
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
652 (people still on IAPD; an estimate)
Share of that headcount
2.6%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into R•• C•••••• M••••••• L••