DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left W•••• F•••• A••••••• for I•• A••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Nhaman PelphreyLos Angeles, CaNov 11, 2024Nov 6, 2024
Eric Thomas ZurbruggLos Angeles, CaNov 13, 2024Nov 6, 2024
Marc Allen AckermanBeverly Hills, CaNov 13, 2024Nov 6, 2024
Francois Dirk ViljoenBeverly Hills, CaNov 15, 2024Nov 6, 2024
Marco MendozaLos Angeles, CaNov 15, 2024Nov 6, 2024
Kennedy S ReardonLos Angeles, CaNov 25, 2024Mar 30, 2026
Michael MeylorWestlake Village, CaNov 25, 2024Mar 30, 2026
The rule
Registrations ended
Nov 11, 2024 to Nov 25, 2024
Registered next
Nov 6, 2024 to Mar 30, 2026
Branch state
CA
Cities
3, most in Los Angeles, Ca
Registered there that day
13,594 (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 I•• A••••••• L••