DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jack R DamelioSan Mateo, CaSep 19, 2024Sep 5, 2024
David C FrederiksenLa Jolla, CaSep 27, 2024Oct 18, 2024
Barbara SilvaLos Angeles, CaOct 2, 2024Nov 5, 2024
Elana Y GinsburgEl Segundo, CaOct 2, 2024Sep 19, 2024
Lindsay Kae ShuckBeverly Hills, CaOct 2, 2024Sep 19, 2024
Kevin B OuPalos Verdes Estates, CaOct 4, 2024Sep 25, 2024
Hilary F HughesCosta Mesa, CaOct 9, 2024Sep 25, 2024
Michael Gregory BaghramianBrea, CaOct 10, 2024Sep 25, 2024
Liam F RoddyRoseville, CaOct 11, 2024Nov 12, 2024
Kevin G HaleLos Angeles, CaOct 17, 2024Nov 15, 2024
The rule
Registrations ended
Sep 19, 2024 to Oct 17, 2024
Registered next
Sep 5, 2024 to Nov 15, 2024
Branch state
CA
Cities
9, most in Los Angeles, Ca
Registered there that day
20,634 (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•••••••••