DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left D••••••• B••• S••••••••• I••• for I••••••••• P•••••••• L••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Joseph La PlacaSan Francisco, CaJul 9, 2015Jun 26, 2015
Kelly Paul MortonSan Francisco, CaJul 9, 2015Jun 29, 2015
Thomas Edgar CaseySan Francisco, CaJul 9, 2015Jun 26, 2015
Tina Ching ChanSan Francisco, CaJul 9, 2015Jun 29, 2015
The rule
Registrations ended
Jul 9, 2015
Registered next
Jun 26, 2015 to Jun 29, 2015
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
228 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape
Other teams out of D••••••• B••• S••••••••• I•••Other teams into I••••••••• P•••••••• L••