DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Kevin Edward BarnesSan Francisco, CaMay 18, 2024May 17, 2024
Shannon S TanSan Francisco, CaMay 22, 2024May 17, 2024
Kianna FiouziLos Angeles, CaMay 30, 2024Jul 9, 2024
Kenneth Scott EsmanLos Angeles, CaJun 8, 2024Jun 10, 2024
Grace MekikianLos Angeles, CaJun 19, 2024Sep 16, 2024
The rule
Registrations ended
May 18, 2024 to Jun 19, 2024
Registered next
May 17, 2024 to Sep 16, 2024
Branch state
CA
Cities
2, most in Los Angeles, Ca
Registered there that day
10,441 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••