DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for D•••••• W••••• M••••••••• I•••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey David DelarmePalos Verdes Estates, CaDec 31, 2023Jan 2, 2024
Michelle Kathleen MillerPalos Verdes Estates, CaDec 31, 2023Jan 5, 2024
The rule
Registrations ended
Dec 31, 2023
Registered next
Jan 2, 2024 to Jan 5, 2024
Branch state
CA
Cities
1, most in Palos Verdes Estates, Ca
Registered there that day
5,537 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into D•••••• W••••• M••••••••• I•••