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RIA Intelligence

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

Team lift-outjoined A••••• W•••••
No date on record · this record
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Alex G MarkowitzWestlake Village, CaMay 28, 2024Jan 1, 2026
Matthew C MullalyWestlake Village, CaMay 28, 2024May 28, 2024
Michelle R GruberWestlake Village, CaMay 28, 2024May 28, 2024
The rule
Registrations ended
May 28, 2024
Registered next
May 28, 2024 to Jan 1, 2026
Branch state
CA
Cities
1, most in Westlake Village, Ca
Registered there that day
23,578 (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 A••••• W•••••