DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for C•••• P•••••• W••••• A•••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Keith SpeirsSan Luis Obispo, CaOct 26, 2020Oct 16, 2020
Jennifer Lynn ChesiniSan Luis Obispo, CaOct 26, 2020Oct 16, 2020
Lyle Lindsay MeekSan Luis Obispo, CaOct 26, 2020Oct 16, 2020
The rule
Registrations ended
Oct 26, 2020
Registered next
Oct 16, 2020
Branch state
CA
Cities
1, most in San Luis Obispo, Ca
Registered there that day
14,255 (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 C•••• P•••••• W••••• A•••••••• L••