DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left E•••••••• A•••••••• L•• for O•••••• W••••• A••••••• L••

national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kurt VolkerSan Diego, CaJul 7, 2020Jun 12, 2020
Dana Peacock McgrathSan Diego, CaJul 8, 2020Jun 12, 2020
Eric James BlackhallSan Diego, CaJul 8, 2020Jun 12, 2020
Jordan Alexander ColmanSan Diego, CaJul 8, 2020Jun 12, 2020
Joshua Nathan AldusSan Diego, CaJul 8, 2020Jun 12, 2020
Michael Wyatt IngramSan Diego, CaJul 8, 2020Jun 12, 2020
Luis Marck StrohmeierLos Angeles, CaJul 9, 2020Jun 12, 2020
Ryan Charles MorseLa Mesa, CaJul 10, 2020Jun 12, 2020
The rule
Registrations ended
Jul 7, 2020 to Jul 10, 2020
Registered next
Jun 12, 2020
Branch state
CA
Cities
3, most in San Diego, Ca
Registered there that day
2,511 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of E•••••••• A•••••••• L••Other teams into O•••••• W••••• A••••••• L••