DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left B••••••• C•••••• I••• for R•••••• J•••• • A••••••••• I•••

othertonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brooke Erin SanchezNew York, NyOct 14, 2015Jun 23, 2017
John Zachary ShillingfordNew York, NyOct 14, 2015Sep 12, 2016
Kathryn L ParkerNew York, NyOct 14, 2015Mar 13, 2017
Mark Ian LeytonNew York, NyOct 14, 2015Sep 12, 2016
The rule
Registrations ended
Oct 14, 2015
Registered next
Sep 12, 2016 to Jun 23, 2017
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
178 (people still on IAPD; an estimate)
Share of that headcount
2.2%
Succession by the destination
none on the tape
Other teams out of B••••••• C•••••• I•••Other teams into R•••••• J•••• • A••••••••• I•••