DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left W•••• F•••• A••••••• for F••••••• P••••••• A•• W•••••••• A•••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Angelica De LeonLa Jolla, CaMar 14, 2022Jun 9, 2022
Duncan A. McpheeConcord, CaMar 18, 2022Apr 26, 2022
Ian CurrierSeal Beach, CaMar 30, 2022Jun 3, 2022
Victor Emmanuel PortilloSan Fernando, CaApr 5, 2022May 16, 2022
Lance MantleSan Jose, CaApr 8, 2022Jul 18, 2022
Rebecca KamiuraSan Diego, CaApr 14, 2022Jun 17, 2022
Timothy J BurkhardtPacific Grove, CaApr 14, 2022Jun 9, 2022
Mark Daniel StevensonSacramento, CaApr 21, 2022May 23, 2022
The rule
Registrations ended
Mar 14, 2022 to Apr 21, 2022
Registered next
Apr 26, 2022 to Jul 18, 2022
Branch state
CA
Cities
8, most in La Jolla, Ca
Registered there that day
14,116 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into F••••••• P••••••• A•• W•••••••• A•••••••