DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left W•• A•••••••• L• for C••••• W••••• A•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bert Allen CooperPeoria, AzAug 30, 2017Mar 25, 2016
Damon Marshall ZahlmannPeoria, AzAug 30, 2017Oct 24, 2016
Harold William WalpolePeoria, AzAug 30, 2017Aug 15, 2017
James Michael GrahamChandler, AzAug 30, 2017Aug 15, 2017
Jeremy Robert Bain McclymondsChandler, AzAug 30, 2017Aug 15, 2017
Joshua Allen CooperPeoria, AzAug 30, 2017Mar 25, 2016
Sherry Ann HardinPeoria, AzAug 30, 2017Mar 28, 2016
Jonathon Allen StaatsPeoria, AzAug 31, 2017Oct 24, 2016
The rule
Registrations ended
Aug 30, 2017 to Aug 31, 2017
Registered next
Mar 25, 2016 to Aug 15, 2017
Branch state
AZ
Cities
2, most in Peoria, Az
Registered there that day
26 (people still on IAPD; an estimate)
Share of that headcount
31%
Succession by the destination
none on the tape
Other teams out of W•• A•••••••• L•Other teams into C••••• W••••• A•••••••• L••