DFX Intelligence
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Team lift-out
6 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aneil Rai | San Francisco, Ca | Mar 28, 2023 | Mar 17, 2023 |
| James R Loynes | Newport Beach, Ca | Apr 11, 2023 | Mar 31, 2023 |
| Keegan Alyssa Mancinelli | Newport Beach, Ca | Apr 11, 2023 | Apr 3, 2023 |
| Robert Andrew Reckinger | Newport Beach, Ca | Apr 11, 2023 | Mar 31, 2023 |
| Heidi Christina Crocker | Walnut Creek, Ca | Apr 24, 2023 | Apr 13, 2023 |
| Kevin Michael Sanchez | Walnut Creek, Ca | Apr 24, 2023 | Apr 13, 2023 |
The rule
- Registrations ended
- Mar 28, 2023 to Apr 24, 2023
- Registered next
- Mar 17, 2023 to Apr 13, 2023
- Branch state
- CA
- Cities
- 3, most in Newport Beach, Ca
- Registered there that day
- 8,599 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape