DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left J••• M••••• S••••••••• L•• for C•••••• A•••• M••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alana M YokoyamaSan Francisco, CaApr 20, 2024Apr 19, 2024
Christopher ChaseSan Francisco, CaApr 20, 2024Apr 19, 2024
Christopher S FisherSan Francisco, CaApr 20, 2024Apr 25, 2024
Dagny MaidmanSan Francisco, CaApr 20, 2024Apr 19, 2024
Erik RalstonSan Francisco, CaApr 20, 2024Apr 19, 2024
Ryan Christopher OrtizSan Francisco, CaApr 20, 2024Apr 19, 2024
Timothy Filipi CahyadiSan Francisco, CaApr 20, 2024Apr 25, 2024
Timur ZeinapurSan Francisco, CaApr 20, 2024Apr 19, 2024
The rule
Registrations ended
Apr 20, 2024
Registered next
Apr 19, 2024 to Apr 25, 2024
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
10,356 (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 C•••••• A•••• M••••••••• L••