DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
James Newlands PatrickSan Francisco, CaAug 30, 2019Aug 30, 2019
John Joseph D'AmicoSan Francisco, CaAug 30, 2019Aug 30, 2019
Kyle N PatrickMill Valley, CaAug 30, 2019Aug 29, 2019
The rule
Registrations ended
Aug 30, 2019
Registered next
Aug 29, 2019 to Aug 30, 2019
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
21,165 (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 U•• F•••••••• S••••••• I•••