DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Stephon Nino Briganti-OrtizLos Angeles, CaFeb 8, 2024Feb 9, 2024
Di WuMoraga, CaFeb 14, 2024Feb 6, 2024
Adriana TrujilloSanta Barbara, CaFeb 28, 2024Mar 6, 2024
Manuel CejaThousand Oaks, CaMar 1, 2024Mar 7, 2024
Brian Edward GonzalezLos Angeles, CaMar 4, 2024Mar 7, 2024
Nathaniel Joya TicmanIrvine, CaMar 4, 2024Mar 15, 2024
Mikail PeerLos Angeles, CaMar 7, 2024Mar 14, 2024
Ivy Fai Chan WangPasadena, CaMar 19, 2024May 7, 2024
Anthony A. LinaresModesto, CaMar 20, 2024Aug 22, 2024
Daniel Antonio PaizVenice, CaMar 21, 2024Mar 14, 2024
Jin Ming HeRosemead, CaMar 22, 2024Mar 19, 2024
Esteban AmayaPasadena, CaApr 1, 2024Apr 2, 2024
Wilmington Kenneth GamesNewport Beach, CaApr 1, 2024Apr 4, 2024
Kevin TaBrea, CaApr 3, 2024Apr 9, 2024
Carlos GuerreroWest Covina, CaApr 16, 2024Apr 3, 2024
Iva KordesSan Jose, CaApr 23, 2024May 24, 2024
Morgan LangeWoodland Hills, CaApr 25, 2024Apr 24, 2024
Soumyalakshmi ParasuramanSunnyvale, CaApr 25, 2024Apr 24, 2024
Gavriel UngerLos Angeles, CaMay 6, 2024May 3, 2024
Julia Hanh NgoNewport Beach, CaMay 7, 2024May 6, 2024
Lance Matthew PolveriniPasadena, CaMay 14, 2024May 10, 2024
Drew SapedeLos Angeles, CaMay 15, 2024May 10, 2024
Mariela PalaciosLos Angeles, CaMay 16, 2024May 9, 2024
The rule
Registrations ended
Feb 8, 2024 to May 16, 2024
Registered next
Feb 6, 2024 to Aug 22, 2024
Branch state
CA
Cities
17, most in Los Angeles, Ca
Registered there that day
23,663 (people still on IAPD; an estimate)
Share of that headcount
0.1%
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••