DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher KielarSan Diego, CaAug 2, 2022Jul 29, 2022
Jesus Ivan Barboza GonzalezPasadena, CaAug 11, 2022Aug 4, 2022
Daniella Nicole LacroixSan Francisco, CaAug 17, 2022Sep 19, 2022
Kevin TaGarden Grove, CaAug 17, 2022Sep 23, 2022
Mohammad Umar ShamsRedwood City, CaAug 17, 2022Aug 24, 2022
Trudy Lynn NishitaSacramento, CaAug 31, 2022Sep 7, 2022
Brittney CicchettiEl Dorado Hills, CaSep 1, 2022Sep 1, 2022
The rule
Registrations ended
Aug 2, 2022 to Sep 1, 2022
Registered next
Jul 29, 2022 to Sep 23, 2022
Branch state
CA
Cities
7, most in San Diego, Ca
Registered there that day
21,924 (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•••••••