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
Christina YuniPalo Alto, CaJan 10, 2022Jan 10, 2022
George TorokBeverly Hills, CaJan 10, 2022Jan 7, 2022
John St. ThomasBeverly Hills, CaJan 10, 2022Jan 7, 2022
Paul Gordon WalmsleyBeverly Hills, CaJan 10, 2022Jan 7, 2022
Walker Woodson ShifletBeverly Hills, CaJan 10, 2022Jan 7, 2022
Nancy Elizabeth WilsonBeverly Hills, CaJan 11, 2022Jan 7, 2022
Kevin T HoSan Jose, CaJan 12, 2022Sep 21, 2022
The rule
Registrations ended
Jan 10, 2022 to Jan 12, 2022
Registered next
Jan 7, 2022 to Sep 21, 2022
Branch state
CA
Cities
3, most in Beverly Hills, Ca
Registered there that day
21,981 (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••••••