DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandra NicholsBrea, CaAug 6, 2021Jul 28, 2021
Anne M SutcliffIrvine, CaAug 6, 2021Jul 29, 2021
C Scott SutcliffBrea, CaAug 6, 2021Jul 28, 2021
Felicia Widjaya ChangPasadena, CaAug 6, 2021Jul 29, 2021
Genovieva Sfatcu GogBrea, CaAug 6, 2021Jul 29, 2021
Lawrence SmithBrea, CaAug 6, 2021Jul 28, 2021
Linda K LyonsBrea, CaAug 6, 2021Jul 28, 2021
The rule
Registrations ended
Aug 6, 2021
Registered next
Jul 28, 2021 to Jul 29, 2021
Branch state
CA
Cities
3, most in Brea, Ca
Registered there that day
7,875 (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•••••••