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
Tianyi XuPasadena, CaMar 17, 2025Mar 21, 2025
Brandon Martinez-LarragoitiPalo Alto, CaMar 24, 2025Mar 21, 2025
Roberto Jose MartinezPalo Alto, CaMar 24, 2025Mar 21, 2025
Vu HoPalo Alto, CaMar 24, 2025Mar 21, 2025
The rule
Registrations ended
Mar 17, 2025 to Mar 24, 2025
Registered next
Mar 21, 2025
Branch state
CA
Cities
3, most in San Mateo, Ca
Registered there that day
24,333 (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••••••