DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jason ArayataNewport Beach, CaFeb 16, 2023Apr 3, 2023
Roderick FoxPalo Alto, CaFeb 16, 2023Feb 17, 2023
Joseph EstabilloSunnyvale, CaFeb 24, 2023Feb 22, 2023
Sukhpreet Singh SanghaSacramento, CaMar 7, 2023Mar 2, 2023
The rule
Registrations ended
Feb 16, 2023 to Mar 7, 2023
Registered next
Feb 17, 2023 to Apr 3, 2023
Branch state
CA
Cities
4, most in Newport Beach, Ca
Registered there that day
13,825 (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••