DFX Intelligence

RIA Intelligence

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Team lift-out

10 advisors left M••••• S•••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David Paul JonasSan Francisco, CaAug 1, 2017Jul 28, 2017
Jaclyn Diane AndrewsSan Mateo, CaAug 2, 2017Sep 21, 2017
Melanie Diane GilmoreLa Jolla, CaAug 7, 2017Aug 4, 2017
Robert John PalatellaLa Jolla, CaAug 7, 2017Aug 7, 2017
Gregg Bradley HarmeyerLong Beach, CaAug 21, 2017Aug 17, 2017
Alice KatzLos Angeles, CaAug 31, 2017Aug 31, 2017
Herbert Joel SegallLos Angeles, CaAug 31, 2017Aug 31, 2017
Debora Faulkner MockLos Angeles, CaSep 5, 2017Sep 1, 2017
Valerie Renee CollinsLos Angeles, CaSep 5, 2017Sep 1, 2017
Cindy Outlaw-JohnsonEl Segundo, CaSep 12, 2017Sep 20, 2017
The rule
Registrations ended
Aug 1, 2017 to Sep 12, 2017
Registered next
Jul 28, 2017 to Sep 21, 2017
Branch state
CA
Cities
6, most in Los Angeles, Ca
Registered there that day
14,119 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into W•••• F•••• A•••••••