DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for W•••••• I••••••••• S•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessie Chen | Los Angeles, Ca | Jun 10, 2019 | Aug 13, 2019 |
| Kerry M. Moy | Los Angeles, Ca | Jun 10, 2019 | Jun 3, 2019 |
The rule
- Registrations ended
- Jun 10, 2019
- Registered next
- Jun 3, 2019 to Aug 13, 2019
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 14,985 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape