DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for I••••••• P•••••• W•••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Jessica K. MargetsonDenver, CoJun 1, 2022Jul 1, 2022
Michael Scott CaplanDenver, CoJun 2, 2022May 19, 2022
Sydney Victoria LevyDenver, CoJun 2, 2022Jun 25, 2024
The rule
Registrations ended
Jun 1, 2022 to Jun 2, 2022
Registered next
May 19, 2022 to Jun 25, 2024
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
8,353 (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 I••••••• P•••••• W•••••• L••