DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for G••••• R••••••••• P••••••• L••

wirehousetoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas Eduardo BermudezRolling Hills Estates, CaJun 12, 2019Jun 7, 2019
Erin Morsch HallRolling Hills Estates, CaJun 12, 2019Jun 7, 2019
Giorgina Mei Remigio NguyenRolling Hills Estates, CaJun 12, 2019Jun 7, 2019
The rule
Registrations ended
Jun 12, 2019
Registered next
Jun 7, 2019
Branch state
CA
Cities
1, most in Rolling Hills Estates, Ca
Registered there that day
14,345 (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 G••••• R••••••••• P••••••• L••