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
Kawa R. NajimPleasanton, CaJul 17, 2024Jul 12, 2024
Alanna Cuizon-JittayasotornMonterey, CaJul 22, 2024Aug 14, 2024
Pina CarinoNapa, CaJul 22, 2024Jul 19, 2024
Christopher Shawn BeckettBeverly Hills, CaJul 30, 2024Jul 26, 2024
Sean Richard O'DonnellBeverly Hills, CaJul 30, 2024Jul 26, 2024
Charles E BarnhartEl Cajon, CaAug 1, 2024Oct 2, 2024
Dannielle Nicole GrecoRedding, CaAug 12, 2024Sep 6, 2024
The rule
Registrations ended
Jul 17, 2024 to Aug 1, 2024
Registered next
Jul 12, 2024 to Oct 2, 2024
Branch state
CA
Cities
5, most in Beverly Hills, Ca
Registered there that day
23,575 (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••••••