DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left H•••••• S••••••••• I••• for S•••••• N••••••• • C••••••• I•••••••••

othertonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carla Renee OsbourneSan Diego, CaOct 12, 2015Sep 28, 2015
Andrew Scott HarveySan Diego, CaOct 23, 2015Sep 28, 2015
Brett David LevinsonSan Diego, CaOct 23, 2015Sep 28, 2015
Harvey FrankSan Diego, CaOct 23, 2015Sep 25, 2015
Wyatt Thomas FarmerSan Diego, CaOct 23, 2015Sep 28, 2015
The rule
Registrations ended
Oct 12, 2015 to Oct 23, 2015
Registered next
Sep 25, 2015 to Sep 28, 2015
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
108 (people still on IAPD; an estimate)
Share of that headcount
4.6%
Succession by the destination
none on the tape
Other teams out of H•••••• S••••••••• I•••Other teams into S•••••• N••••••• • C••••••• I•••••••••