DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••• S•••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Amado Quiroz RiveraCupertino, CaJun 23, 2021Jun 18, 2021
Clifton SantikulPleasanton, CaJun 23, 2021Jun 18, 2021
Lucie HonosutomoCupertino, CaJun 23, 2021Jun 18, 2021
Magnus Zsolt Du BorgWalnut Creek, CaJun 23, 2021Jun 22, 2021
The rule
Registrations ended
Jun 23, 2021
Registered next
Jun 18, 2021 to Jun 22, 2021
Branch state
CA
Cities
3, most in Cupertino, Ca
Registered there that day
17,298 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into R•• C•••••• M••••••• L••