DFX Intelligence

RIA Intelligence

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Team lift-out

20 advisors left I••••••••• F•••••••• P••••••• for O•••••••••

BD affiliatedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Shawna Dawn ChristiansenSan Diego, CaDec 24, 2018Oct 19, 2018
Amir ArbabiIrvine, CaDec 31, 2018Dec 3, 2018
Benjamin James HodgeSan Diego, CaDec 31, 2018Dec 3, 2018
Conor Kenneth WeirLong Beach, CaDec 31, 2018Dec 3, 2018
Daniel Thomas DuboisSan Diego, CaDec 31, 2018Dec 4, 2018
Darren Joseph BurkeSan Diego, CaDec 31, 2018Dec 3, 2018
David Bruce UtterLa Jolla, CaDec 31, 2018Dec 4, 2018
Eric Carl CarlsonRiverside, CaDec 31, 2018Dec 3, 2018
Geoffrey Harden SeboldWestlake Village, CaDec 31, 2018Dec 3, 2018
Glenn Mark CassidyRiverside, CaDec 31, 2018Dec 3, 2018
Kathleen Marie BaezSan Diego, CaDec 31, 2018Dec 5, 2018
Michael Alan RosenthalIrvine, CaDec 31, 2018Dec 3, 2018
Michael T GoddardTorrance, CaDec 31, 2018Dec 3, 2018
Phillip Anthony MathesonIrvine, CaDec 31, 2018Dec 3, 2018
Sean Mitchell CiemiewiczSan Diego, CaDec 31, 2018Dec 5, 2018
Sophois SokhomLong Beach, CaDec 31, 2018Dec 3, 2018
Stephanie NgSan Diego, CaDec 31, 2018Dec 5, 2018
Taylor Ryan JonesSan Diego, CaDec 31, 2018Dec 5, 2018
Thomas John AlfordSan Diego, CaDec 31, 2018Dec 5, 2018
Winston C VenturaSan Diego, CaDec 31, 2018Dec 5, 2018
The rule
Registrations ended
Dec 24, 2018 to Dec 31, 2018
Registered next
Oct 19, 2018 to Dec 5, 2018
Branch state
CA
Cities
7, most in San Diego, Ca
Registered there that day
339 (people still on IAPD; an estimate)
Share of that headcount
5.9%
Succession by the destination
a succession within a year (Aug 1, 2018), not necessarily this firm
Other teams out of I••••••••• F•••••••• P•••••••Other teams into O•••••••••