DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for F•••••• C•••••• A•••••••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert J Mcdonald | Newport Beach, Ca | Aug 10, 2021 | Apr 2, 2024 |
| Shaun Patrick Mutch | Newport Beach, Ca | Aug 10, 2021 | Jul 30, 2021 |
The rule
- Registrations ended
- Aug 10, 2021
- Registered next
- Jul 30, 2021 to Apr 2, 2024
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 7,870 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape