DFX Intelligence

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Team lift-out

8 advisors left S••••••• I••••••••• I••• for C•••••••• A•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alina Lee SantiagoPleasanton, CaNov 17, 2017Feb 8, 2018
Andrew Geist EakinDanville, CaNov 17, 2017Aug 5, 2016
Howard Jay LevinePleasanton, CaNov 17, 2017Feb 9, 2018
Jacqueline Marie LakocySanta Cruz, CaNov 17, 2017Aug 5, 2016
Jody Jeremiah RothGold River, CaNov 17, 2017Oct 4, 2016
Kari Jo Thomann BearPleasanton, CaNov 17, 2017Oct 4, 2016
Kimberly Rose DamianiPleasanton, CaNov 17, 2017May 26, 2016
Mark Charles AllenFolsom, CaNov 17, 2017Aug 5, 2016
The rule
Registrations ended
Nov 17, 2017
Registered next
May 26, 2016 to Feb 9, 2018
Branch state
CA
Cities
5, most in Pleasanton, Ca
Registered there that day
946 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of S••••••• I••••••••• I•••Other teams into C•••••••• A•••••••• L••