DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Michael Mcsherry-Ramos | Fresno, Ca | Sep 30, 2022 | Sep 15, 2022 |
| Manuia Sinapati Sotoa | San Francisco, Ca | Oct 14, 2022 | Jan 8, 2024 |
The rule
- Registrations ended
- Sep 30, 2022 to Oct 14, 2022
- Registered next
- Sep 15, 2022 to Jan 8, 2024
- Branch state
- CA
- Cities
- 2, most in Fresno, Ca
- Registered there that day
- 18,774 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape