DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Arman MelikianLos Angeles, CaSep 12, 2022Sep 9, 2022
Luke Roy MckelvyIrvine, CaSep 12, 2022Sep 9, 2022
William A SchellenbergIrvine, CaSep 12, 2022Sep 9, 2022
Jeffrey A DeweesIrvine, CaSep 13, 2022Sep 9, 2022
Jay TamkocLaguna Niguel, CaSep 14, 2022Sep 9, 2022
The rule
Registrations ended
Sep 12, 2022 to Sep 14, 2022
Registered next
Sep 9, 2022
Branch state
CA
Cities
3, most in Irvine, Ca
Registered there that day
22,009 (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 S•••••••• A•••••••• L••