DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Dorian Michael OriolLos Angeles, CaOct 30, 2024Nov 13, 2024
Mansoor Ali SaqiRoseville, CaOct 31, 2024Nov 15, 2024
Amit JainHercules, CaNov 12, 2024Nov 4, 2024
Edgard LagunaRancho Cordova, CaNov 25, 2024Nov 13, 2024
Johnny LePlacentia, CaNov 26, 2024Jan 15, 2025
Tong PageWalnut Creek, CaDec 4, 2024Dec 10, 2024
Shahmir John MoussaviDanville, CaDec 10, 2024Dec 5, 2024
The rule
Registrations ended
Oct 30, 2024 to Dec 10, 2024
Registered next
Nov 4, 2024 to Jan 15, 2025
Branch state
CA
Cities
7, most in El Segundo, Ca
Registered there that day
13,608 (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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••