DFX Intelligence

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
Matthew Mark DavisSan Diego, CaJul 12, 2021Jul 9, 2021
Stephen Loran SmithSan Diego, CaJul 12, 2021Jul 9, 2021
Erin Elizabeth RaySanta Rosa, CaJul 13, 2021Jul 9, 2021
John P O'NeilMill Valley, CaJul 13, 2021Oct 4, 2022
The rule
Registrations ended
Jul 12, 2021 to Jul 13, 2021
Registered next
Jul 9, 2021 to Oct 4, 2022
Branch state
CA
Cities
3, most in San Diego, Ca
Registered there that day
22,252 (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••••••