DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Ann R WangSan Francisco, CaJun 23, 2020Jun 22, 2020
Jamie A DurraniSan Francisco, CaJun 23, 2020Jun 22, 2020
Summer Alexandra MacallisterSan Francisco, CaJun 23, 2020Jun 22, 2020
The rule
Registrations ended
Jun 23, 2020
Registered next
Jun 22, 2020
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
21,837 (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 R••••••••• C•••••• M•••••••••