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RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jennifer M D'AmicoCarlsbad, CaFeb 26, 2020Feb 27, 2020
Royston C HungSan Jose, CaMar 2, 2020Feb 28, 2020
Nassif DowBeverly Hills, CaMar 13, 2020Jun 15, 2020
Richard Ashley PelfreyAlta Loma, CaMar 13, 2020Mar 13, 2020
The rule
Registrations ended
Feb 26, 2020 to Mar 13, 2020
Registered next
Feb 27, 2020 to Jun 15, 2020
Branch state
CA
Cities
4, most in Carlsbad, Ca
Registered there that day
21,694 (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 W•••• F•••• A•••••••