DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Earl SpencerOakland, CaSep 2, 2022Sep 1, 2022
George AlessandriaOakland, CaSep 2, 2022Sep 1, 2022
Sylvia M JorgensenOakland, CaSep 2, 2022Sep 1, 2022
Yuliya BrownSan Diego, CaSep 6, 2022Sep 28, 2022
The rule
Registrations ended
Sep 2, 2022 to Sep 6, 2022
Registered next
Sep 1, 2022 to Sep 28, 2022
Branch state
CA
Cities
2, most in Oakland, Ca
Registered there that day
21,981 (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 L•• F•••••••• L••