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
Maria Fatima Nicole VictoriaPasadena, CaFeb 22, 2022Feb 22, 2022
Jacqueline Marie KehoeSan Francisco, CaFeb 28, 2022Mar 21, 2022
Darren RileyWalnut Creek, CaMar 2, 2022Mar 21, 2022
The rule
Registrations ended
Feb 22, 2022 to Mar 2, 2022
Registered next
Feb 22, 2022 to Mar 21, 2022
Branch state
CA
Cities
4, most in Pasadena, Ca
Registered there that day
21,951 (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••••••