DFX Intelligence

RIA Intelligence

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Team lift-out

24 advisors left A••••••••• L•• for M••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Aderemi O AdeyemoLos Angeles, CaMar 30, 2022Mar 15, 2022
Alan Kauffmann BondeLos Angeles, CaMar 30, 2022Mar 1, 2022
Alison Morgan RothLos Angeles, CaMar 30, 2022Mar 1, 2022
Anthony Nicholas FerraioloLos Angeles, CaMar 30, 2022Mar 1, 2022
Brett James ThomasLos Angeles, CaMar 30, 2022Mar 15, 2022
Christopher George CeriniSan Diego, CaMar 30, 2022Mar 15, 2022
Dominic Joseph CozzettoNewport Beach, CaMar 30, 2022Mar 1, 2022
Erik Paul GulsrudLos Angeles, CaMar 30, 2022Mar 1, 2022
Jacob James DormanLos Angeles, CaMar 30, 2022Mar 1, 2022
Jonathan Paul StraubLos Angeles, CaMar 30, 2022Mar 8, 2022
Joshua Lewis ChambersLos Angeles, CaMar 30, 2022Mar 2, 2022
Joy Soon OhLos Angeles, CaMar 30, 2022Mar 15, 2022
Marc Lee RussellLos Angeles, CaMar 30, 2022Mar 1, 2022
Mark William HarrisLos Angeles, CaMar 30, 2022Mar 15, 2022
Matthew Christopher WoodwardLos Angeles, CaMar 30, 2022Mar 15, 2022
Michael Stanley BurrLos Angeles, CaMar 30, 2022Mar 3, 2022
Mitchell William SpinnebergCentury City, CaMar 30, 2022Mar 1, 2022
Nicholas Vladimir StruncLos Angeles, CaMar 30, 2022Mar 1, 2022
Niza Hang Oun-NguyenLos Angeles, CaMar 30, 2022Jan 18, 2022
Phillip Joseph BoscarinoLos Angeles, CaMar 30, 2022Mar 1, 2022
Sara Pierce ClarkLos Angeles, CaMar 30, 2022Mar 17, 2022
Steven David LockshinLos Angeles, CaMar 30, 2022Mar 3, 2022
Tanner John HamiltonLos Angeles, CaMar 30, 2022Mar 15, 2022
Tia Lanae PetersonLos Angeles, CaMar 30, 2022Mar 15, 2022
The rule
Registrations ended
Mar 30, 2022
Registered next
Jan 18, 2022 to Mar 17, 2022
Branch state
CA
Cities
4, most in Los Angeles, Ca
Registered there that day
58 (people still on IAPD; an estimate)
Share of that headcount
41%
Succession by the destination
none on the tape
Other teams out of A••••••••• L••Other teams into M••••••