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

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christoph ChavezBurbank, CaAug 9, 2021Oct 5, 2021
Anthony HayekLos Angeles, CaAug 17, 2021Feb 17, 2022
Christopher KimLos Angeles, CaAug 30, 2021Oct 7, 2021
Joshua Travis WilsonThousand Oaks, CaSep 9, 2021Dec 17, 2021
Shivam SamiAmerican Canyon, CaSep 10, 2021Oct 11, 2022
Kostantina BourdevSan Jose, CaSep 13, 2021Oct 14, 2021
Leonora Chryssafis BitasSacramento, CaSep 13, 2021Oct 18, 2021
Byron HuangSan Francisco, CaSep 21, 2021Dec 8, 2021
Benjamin Patrick Anh SmitsLa Mirada, CaSep 23, 2021Feb 7, 2022
Daniel ChaneLivermore, CaSep 27, 2021Nov 16, 2021
Kirsten BarnettLoomis, CaOct 8, 2021Dec 22, 2021
Alexis GutierrezSacramento, CaOct 11, 2021Nov 2, 2021
Melissa Nazareno MargalloRancho Santa Fe, CaOct 11, 2021Nov 16, 2021
The rule
Registrations ended
Aug 9, 2021 to Oct 11, 2021
Registered next
Oct 5, 2021 to Oct 11, 2022
Branch state
CA
Cities
11, most in San Jose, Ca
Registered there that day
22,176 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into F••••••• P••••••• A•• W•••••••• A•••••••