DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Toma Lee Kay | Newport Beach, Ca | Nov 29, 2018 | May 1, 2019 |
| Matthew Biggie | Carlsbad, Ca | Dec 3, 2018 | Dec 3, 2018 |
| Claudia Gudino Morales Angeja | Menlo Park, Ca | Dec 11, 2018 | Dec 20, 2018 |
The rule
- Registrations ended
- Nov 29, 2018 to Dec 11, 2018
- Registered next
- Dec 3, 2018 to May 1, 2019
- Branch state
- CA
- Cities
- 3, most in Newport Beach, Ca
- Registered there that day
- 14,850 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape