DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Leslie D CorralesSan Francisco, CaSep 20, 2021Oct 22, 2021
Scarlette S ZarLos Angeles, CaSep 21, 2021Sep 24, 2021
Miles James MashNewport Beach, CaSep 28, 2021Feb 16, 2023
Celeste Frances BasuinoSan Mateo, CaOct 4, 2021Oct 1, 2021
Robert JarvisLos Angeles, CaOct 4, 2021Oct 4, 2021
Ruoyi LiLos Angeles, CaOct 4, 2021Oct 1, 2021
Talin ShadmanyLos Angeles, CaOct 11, 2021Oct 25, 2021
Lisa MijovicLos Angeles, CaOct 18, 2021May 12, 2025
The rule
Registrations ended
Sep 20, 2021 to Oct 18, 2021
Registered next
Sep 24, 2021 to May 12, 2025
Branch state
CA
Cities
4, most in Los Angeles, Ca
Registered there that day
22,093 (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••••••