DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for B•••••• H•••• P•••••• W•••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jose-Pablo Buerba | Beverly Hills, Ca | Oct 10, 2022 | Mar 27, 2023 |
| Ira Harry Ravitz | Beverly Hills, Ca | Oct 11, 2022 | Oct 10, 2022 |
| Lisa Madeleine Westermark | Beverly Hills, Ca | Oct 11, 2022 | Oct 7, 2022 |
| Scott Marshall Shagrin | Los Angeles, Ca | Oct 11, 2022 | Oct 10, 2022 |
| Andrew Fuller | Seal Beach, Ca | Oct 25, 2022 | Feb 29, 2024 |
The rule
- Registrations ended
- Oct 10, 2022 to Oct 25, 2022
- Registered next
- Oct 7, 2022 to Feb 29, 2024
- Branch state
- CA
- Cities
- 3, most in B•••••• H••••, Ca
- Registered there that day
- 22,066 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape