DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Annie LouieSanta Rosa, CaApr 8, 2016Oct 18, 2016
Scott Thomas UffelmanPasadena, CaApr 11, 2016Mar 25, 2016
Matthew AmesBrea, CaApr 13, 2016Jun 28, 2016
Jana Adele KearnsWalnut Creek, CaApr 20, 2016May 3, 2016
Victor MartinezLos Angeles, CaApr 20, 2016Apr 1, 2016
Diederich A RivasClaremont, CaMay 2, 2016Apr 19, 2016
Troy RazeggiBeverly Hills, CaMay 10, 2016Apr 22, 2016
The rule
Registrations ended
Apr 8, 2016 to May 10, 2016
Registered next
Mar 25, 2016 to Oct 18, 2016
Branch state
CA
Cities
7, most in Santa Rosa, Ca
Registered there that day
13,647 (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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••