DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for J••• M••••• P•••••• W••••• A••••••• L••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Douglas MacdonaldLaguna Woods, CaJun 6, 2018Jun 1, 2018
Benjamin JensenNewport Beach, CaJun 6, 2018Jun 1, 2018
Todd Wayne HalbrookNewport Beach, CaJun 6, 2018Jun 1, 2018
The rule
Registrations ended
Jun 6, 2018
Registered next
Jun 1, 2018
Branch state
CA
Cities
2, most in Newport Beach, Ca
Registered there that day
14,221 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into J••• M••••• P•••••• W••••• A••••••• L••