DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left W•••• F•••• A••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Hashini Nadeeshani Jayasekara SaSan Jose, CaJul 21, 2022Jul 20, 2022
Greg M. DesmondSan Francisco, CaAug 1, 2022Aug 9, 2022
Eddie ChengConcord, CaAug 3, 2022Oct 10, 2022
Nigar VakilovaWalnut Creek, CaAug 4, 2022Oct 18, 2022
Syed AliSan Jose, CaAug 4, 2022Jul 19, 2022
The rule
Registrations ended
Jul 21, 2022 to Aug 4, 2022
Registered next
Jul 19, 2022 to Oct 18, 2022
Branch state
CA
Cities
4, most in San Jose, Ca
Registered there that day
14,000 (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 J••• M••••• S••••••••• L••