DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Yaopa ChengDiamond Bar, CaOct 23, 2023Oct 18, 2023
Behnam LavianLos Angeles, CaOct 25, 2023Oct 23, 2023
Gianpaolo BicegoPasadena, CaOct 25, 2023Oct 23, 2023
Mark DijamcoPasadena, CaOct 27, 2023Oct 23, 2023
Jeffrey NessiaDel Mar, CaNov 4, 2023Nov 3, 2023
Charmaine Corpus CarinoWest Hills, CaNov 7, 2023Nov 6, 2023
Frank KuoIrvine, CaNov 10, 2023Nov 13, 2023
The rule
Registrations ended
Oct 23, 2023 to Nov 10, 2023
Registered next
Oct 18, 2023 to Nov 13, 2023
Branch state
CA
Cities
6, most in Pasadena, Ca
Registered there that day
8,877 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into W•••• F•••• A•••••••