DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left W•••• F•••• A••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Lin WuSan Jose, CaFeb 2, 2022Mar 9, 2022
Elliott Charles GruberLemon Grove, CaFeb 10, 2022Feb 7, 2022
Tarik Louis BenchabaneSan Diego, CaFeb 22, 2022Mar 2, 2022
Adam James BedrossianWoodland Hills, CaFeb 28, 2022Feb 18, 2022
Charlotte M LoweWoodland Hills, CaFeb 28, 2022Feb 18, 2022
Patrick Christopher LoweWoodland Hills, CaFeb 28, 2022Feb 18, 2022
Calvin ShiuCupertino, CaMar 10, 2022Mar 4, 2022
The rule
Registrations ended
Feb 2, 2022 to Mar 10, 2022
Registered next
Feb 7, 2022 to Mar 9, 2022
Branch state
CA
Cities
5, most in Woodland Hills, Ca
Registered there that day
14,130 (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 M••••• S••••••