DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Eric AndersonSan Jose, CaJun 26, 2023Jun 27, 2023
Jared MarkhamSanta Monica, CaJun 27, 2023Jul 10, 2023
Tyler MeekenPalo Alto, CaJul 5, 2023Jul 12, 2023
Issa KalehSan Francisco, CaJul 10, 2023Jul 14, 2023
Tarek AlabdullahIrvine, CaJul 11, 2023Jul 19, 2023
Luis Antonio JaimeLos Angeles, CaJul 21, 2023Aug 2, 2023
Pedram Peter HonariNewport Beach, CaAug 3, 2023Feb 25, 2025
Christopher FisherOrange, CaAug 7, 2023Oct 5, 2023
Virginia LeeStockton, CaAug 17, 2023Aug 15, 2023
Ellen SheldonPalo Alto, CaAug 29, 2023Aug 31, 2023
The rule
Registrations ended
Jun 26, 2023 to Jul 21, 2023
Registered next
Jun 27, 2023 to Aug 2, 2023
Branch state
CA
Cities
6, most in San Jose, Ca
Registered there that day
23,546 (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 J••• M••••• S••••••••• L••