DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chun BaiLos Angeles, CaFeb 28, 2017Mar 1, 2017
Cindy MoTorrance, CaFeb 28, 2017Mar 1, 2017
Erica Wenjun WuEl Monte, CaFeb 28, 2017Mar 1, 2017
John Robert HellerEl Monte, CaFeb 28, 2017Mar 1, 2017
Joseph Hsioh-Tsuei LeeRowland Heights, CaFeb 28, 2017Mar 1, 2017
Kaosheng LinEl Monte, CaFeb 28, 2017Feb 28, 2017
Mei Xia GuoMonterey Park, CaFeb 28, 2017Feb 28, 2017
Shu-Yuan LaiEl Monte, CaFeb 28, 2017Mar 1, 2017
Tsunghsin ChenSan Diego, CaFeb 28, 2017Mar 1, 2017
The rule
Registrations ended
Feb 28, 2017
Registered next
Feb 28, 2017 to Mar 1, 2017
Branch state
CA
Cities
6, most in El Monte, Ca
Registered there that day
1,265 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into L•• F•••••••• L••