DFX Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Laura Russell-JonesOakland, CaJan 15, 2020Jan 10, 2020
Michael Luis AlgarinHuntington Beach, CaJan 23, 2020Jan 22, 2020
Shawn David SessionsAnaheim, CaJan 23, 2020Jan 22, 2020
Jason NorrishWalnut Creek, CaJan 27, 2020Apr 22, 2020
Tamela Latrease RobinsonSan Leandro, CaJan 27, 2020Jan 27, 2020
Vicki BowenSan Jose, CaJan 27, 2020Feb 4, 2020
Ozair AlefiIrvine, CaJan 29, 2020Jan 21, 2020
Adam Daniel GelcichRancho Santa Fe, CaFeb 5, 2020Feb 3, 2020
The rule
Registrations ended
Jan 15, 2020 to Feb 5, 2020
Registered next
Jan 10, 2020 to Apr 22, 2020
Branch state
CA
Cities
8, most in Oakland, Ca
Registered there that day
14,420 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into M••••• S••••••