DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew William HansonSan Diego, CaJun 15, 2022Jul 18, 2022
Richard HernandezElk Grove, CaJun 22, 2022Sep 27, 2022
Justin Tyler AllenValencia, CaJun 30, 2022Aug 3, 2022
Russell GreenSan Jose, CaJul 5, 2022Sep 26, 2022
Diego Daniel IbarraCamarillo, CaJul 7, 2022Sep 21, 2022
Laura Alejandra Zendejas-VargasTurlock, CaJul 12, 2022Sep 14, 2022
Lauro A Hernandez CabralSan Jose, CaJul 14, 2022Nov 21, 2023
Christina QuezadaTorrance, CaJul 18, 2022Oct 6, 2022
Natalie Joann AndersonDanville, CaJul 28, 2022Jun 20, 2023
The rule
Registrations ended
Jun 15, 2022 to Jul 28, 2022
Registered next
Jul 18, 2022 to Nov 21, 2023
Branch state
CA
Cities
8, most in San Jose, Ca
Registered there that day
14,012 (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•••••••