DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Judith E Ignacio CoxLos Angeles, CaFeb 7, 2024Feb 5, 2024
Lily Yuriko MasutaniBeverly Hills, CaFeb 7, 2024Feb 5, 2024
Audney L DepauloLa Jolla, CaFeb 14, 2024Feb 5, 2024
Charles Maxwell EvansSan Francisco, CaFeb 16, 2024Feb 15, 2024
Christie A IribarrenSan Francisco, CaFeb 16, 2024Feb 15, 2024
Shawn Thomas MoussaviSan Francisco, CaFeb 16, 2024Feb 15, 2024
The rule
Registrations ended
Feb 7, 2024 to Feb 16, 2024
Registered next
Feb 5, 2024 to Feb 15, 2024
Branch state
CA
Cities
4, most in San Francisco, Ca
Registered there that day
23,668 (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••••••