DFX Intelligence

RIA Intelligence

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Team lift-out

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

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cheri S KeeneSalt Lake City, UtFeb 20, 2015Feb 20, 2015
Christopher M BeesleyOrem, UtFeb 20, 2015Feb 20, 2015
David ShipleySalt Lake City, UtFeb 20, 2015Feb 20, 2015
Gabriel DibildoxSalt Lake City, UtFeb 20, 2015Feb 20, 2015
Jeremy Davin HumeSalt Lake City, UtFeb 20, 2015Feb 23, 2015
Maria Celia Acriche RectoSalt Lake City, UtFeb 20, 2015Feb 20, 2015
Samuel Joseph CastanedaSalt Lake City, UtFeb 20, 2015Feb 20, 2015
Brian Ronald NelsonIdaho Falls, UtFeb 25, 2015Feb 24, 2015
Tami Lyn TingeySalt Lake City, UtFeb 27, 2015Feb 27, 2015
The rule
Registrations ended
Feb 20, 2015 to Feb 27, 2015
Registered next
Feb 20, 2015 to Feb 27, 2015
Branch state
UT
Cities
3, most in Salt Lake City, Ut
Registered there that day
34 (people still on IAPD; an estimate)
Share of that headcount
26%
Succession by the destination
none on the tape
Other teams out of Z•••• C•••••• A•••••••• I•••Other teams into L•• F•••••••• L••