DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David Ernest EscobarPasadena, CaSep 11, 2023Aug 31, 2023
Richard V BertainPasadena, CaSep 11, 2023Sep 1, 2023
Taylor Jeffrey MoorePasadena, CaSep 11, 2023Aug 31, 2023
Michele RodriguezPasadena, CaSep 12, 2023Aug 31, 2023
Patricia Davila PreciadoPasadena, CaSep 12, 2023Aug 31, 2023
The rule
Registrations ended
Sep 11, 2023 to Sep 12, 2023
Registered next
Aug 31, 2023 to Sep 1, 2023
Branch state
CA
Cities
1, most in Pasadena, Ca
Registered there that day
8,652 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into W•••• F•••• A•••••••