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

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

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Ashu ChopraSan Francisco, CaSep 20, 2022Sep 16, 2022
Michelle BenictaSan Francisco, CaSep 20, 2022Oct 6, 2022
Bernardino OrtizBeverly Hills, CaSep 21, 2022Oct 6, 2022
The rule
Registrations ended
Sep 20, 2022 to Sep 21, 2022
Registered next
Sep 16, 2022 to Oct 6, 2022
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
22,027 (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••• C•••••• L••