DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left O•••• F•• I••• for I•••••• W••••• S••••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Sasha IzmailovSan Ramon, CaMay 1, 2018Apr 27, 2018
Robert Michael AgorastosSan Ramon, CaMay 1, 2018Apr 27, 2018
Brian Keith StormontSan Ramon, CaMay 2, 2018Apr 27, 2018
Nathaniel J HintzSan Ramon, CaMay 2, 2018Apr 30, 2018
Trenton LarsenBakersfield, CaMay 2, 2018Apr 27, 2018
Cortland Luster GolightlySan Ramon, CaMay 9, 2018Apr 28, 2018
Dennis Wayne CulverSan Ramon, CaMay 9, 2018Apr 30, 2018
Dragos GeorgescuSan Ramon, CaMay 9, 2018Apr 27, 2018
The rule
Registrations ended
May 1, 2018 to May 9, 2018
Registered next
Apr 27, 2018 to Apr 30, 2018
Branch state
CA
Cities
2, most in San Ramon, Ca
Registered there that day
986 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of O•••• F•• I•••Other teams into I•••••• W••••• S••••••••• L••