DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cassandra MettlenWestlake Village, CaNov 7, 2022Nov 2, 2022
Jamie WoodWestlake Village, CaNov 7, 2022Nov 2, 2022
Jason Robert ArtofWestlake Village, CaNov 7, 2022Nov 2, 2022
Rosalyn Pasco WeiheWestlake Village, CaNov 7, 2022Nov 2, 2022
The rule
Registrations ended
Nov 7, 2022
Registered next
Nov 2, 2022
Branch state
CA
Cities
1, most in Westlake Village, Ca
Registered there that day
1,950 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into L•• F•••••••• L••