DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left P•••• I••••••••• F••••••••• L•• for W••• C•••• F••••••••• L••

unclassifiedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Clayton Thomas MurdySanta Barbara, CaAug 12, 2016Jun 16, 2016
Kristen Elizabeth KochSanta Barbara, CaAug 12, 2016Jun 16, 2016
The rule
Registrations ended
Aug 12, 2016
Registered next
Jun 16, 2016
Branch state
CA
Cities
1, most in Santa Barbara, Ca
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P•••• I••••••••• F••••••••• L••Other teams into W••• C•••• F••••••••• L••