DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left W•••• F•••• A••••••• for A••••• T••••• P•••••• W•••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
April CardozaHelena, MtNov 15, 2021Nov 14, 2022
Martin James LewisHelena, MtNov 15, 2021Nov 4, 2021
Michael Jason WongHelena, MtNov 15, 2021Nov 4, 2021
The rule
Registrations ended
Nov 15, 2021
Registered next
Nov 4, 2021
Branch state
MT
Cities
1, most in Helena, Mt
Registered there that day
14,107 (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 A••••• T••••• P•••••• W•••••