DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left W•••• F•••• A••••••• for S•••••• W••••• P•••••••• L••

wirehousetootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison Noel WilliamsSan Diego, CaSep 24, 2015Mar 16, 2016
Patrick Ryan FordSan Diego, CaSep 24, 2015Mar 11, 2016
Tyler Scott MorrisSan Diego, CaSep 24, 2015Sep 21, 2015
Jeffrey Alan BrownSan Diego, CaSep 25, 2015Sep 18, 2015
Daniel Eduardo TorreblancaSolana Beach, CaSep 28, 2015Sep 25, 2015
The rule
Registrations ended
Sep 24, 2015 to Sep 28, 2015
Registered next
Sep 18, 2015 to Mar 16, 2016
Branch state
CA
Cities
2, most in San Diego, Ca
Registered there that day
12,882 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into S•••••• W••••• P•••••••• L••