DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left W•••• F•••• A••••••• for C•••••••

wirehousetoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christeen Marie ReegPlacerville, CaMar 5, 2021Mar 1, 2021
Debra Lyn HightowerLodi, CaMar 5, 2021Mar 1, 2021
Lisa Renee HamiltonFolsom, CaMar 5, 2021Mar 1, 2021
Rachel Ann MeekerFolsom, CaMar 5, 2021Mar 1, 2021
Ryan Gregory JantzenFolsom, CaMar 5, 2021Mar 1, 2021
Scott Merritt GordonFolsom, CaMar 5, 2021Mar 1, 2021
William David AltavillaFolsom, CaMar 5, 2021Mar 1, 2021
The rule
Registrations ended
Mar 5, 2021
Registered next
Mar 1, 2021
Branch state
CA
Cities
3, most in Folsom, Ca
Registered there that day
1,533 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into C•••••••