DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Michael K LamSan Mateo, CaAug 2, 2021Aug 2, 2021
Christine Marie TelishNewport Beach, CaAug 11, 2021Aug 2, 2021
Wolfgang Karl FrischNewport Beach, CaAug 11, 2021Aug 2, 2021
The rule
Registrations ended
Aug 2, 2021 to Aug 11, 2021
Registered next
Aug 2, 2021
Branch state
CA
Cities
2, most in Newport Beach, Ca
Registered there that day
7,869 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into M••••• S••••••