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RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan David OberaSan Francisco, CaNov 3, 2020Nov 13, 2020
Dante GudinoBeverly Hills, CaNov 16, 2020Nov 13, 2020
Rosana Catalina LambertiniBeverly Hills, CaNov 17, 2020Nov 13, 2020
Heather WongSan Jose, CaNov 22, 2020Mar 2, 2021
Bryce A MetzgerLa Jolla, CaNov 23, 2020Nov 20, 2020
The rule
Registrations ended
Nov 3, 2020 to Nov 23, 2020
Registered next
Nov 13, 2020 to Nov 20, 2020
Branch state
CA
Cities
3, most in Beverly Hills, Ca
Registered there that day
22,162 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••