DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Nina Rafikovna PawlyshynWestlake Village, CaApr 10, 2023Apr 16, 2023
Terry Anne Boldt-DeguntoWalnut Creek, CaApr 24, 2023May 16, 2023
William B RobinsonSan Anselmo, CaApr 24, 2023Apr 21, 2023
John F WilliamsMill Valley, CaApr 25, 2023Apr 21, 2023
Rodney R WilliamsMill Valley, CaApr 25, 2023Apr 21, 2023
Suna Yalaz-AngellSan Francisco, CaMay 9, 2023May 5, 2023
The rule
Registrations ended
Apr 10, 2023 to May 9, 2023
Registered next
Apr 16, 2023 to May 16, 2023
Branch state
CA
Cities
5, most in Mill Valley, Ca
Registered there that day
23,253 (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••••••