DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left N••• F•••••••• G••••• I••• for P••••••••• F••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Matthew IngramValencia, CaApr 25, 2022Aug 31, 2021
Frederic Matthew WachtelValencia, CaApr 25, 2022Aug 30, 2021
Jerry Robert CitarellaValencia, CaApr 25, 2022Aug 31, 2021
Mark Thomas PetersenValencia, CaApr 25, 2022Aug 31, 2021
The rule
Registrations ended
Apr 25, 2022
Registered next
Aug 30, 2021 to Aug 31, 2021
Branch state
CA
Cities
1, most in Valencia, Ca
Registered there that day
316 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape
Other teams out of N••• F•••••••• G••••• I•••Other teams into P••••••••• F••••••••• L••