DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Aubrey Martin SharfmanLos Angeles, CaJun 21, 2024Jun 14, 2024
Leticia MiramontesLos Angeles, CaJun 21, 2024Jun 14, 2024
Toni F BrockEl Segundo, CaJun 21, 2024Jun 14, 2024
The rule
Registrations ended
Jun 21, 2024
Registered next
Jun 14, 2024
Branch state
CA
Cities
2, most in Los Angeles, Ca
Registered there that day
20,475 (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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••