DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Bruce Poshou LinSan Francisco, CaOct 28, 2022Oct 21, 2022
Erika ChanSan Jose, CaOct 28, 2022Oct 21, 2022
Michael John HartmeyerSan Francisco, CaOct 28, 2022Oct 21, 2022
Sennai Haile AbbaySan Francisco, CaOct 28, 2022Oct 21, 2022
The rule
Registrations ended
Oct 28, 2022
Registered next
Oct 21, 2022
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
13,884 (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 U•• F•••••••• S••••••• I•••