DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left A••••••••• F•••••••• S•••••••• L•• for B••• F•••••••• G••••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Jay MillerSan Francisco, CaOct 17, 2017Oct 13, 2017
Daniel Gerald PlattSan Francisco, CaOct 18, 2017Oct 13, 2017
Abraham MartinezSan Francisco, CaOct 19, 2017Oct 13, 2017
Gene Boyd ElliottSan Francisco, CaOct 19, 2017Oct 13, 2017
Shilpa Girish AndalkarSan Francisco, CaOct 20, 2017Oct 13, 2017
Lauren Marie FortierSan Francisco, CaOct 23, 2017Oct 13, 2017
The rule
Registrations ended
Oct 17, 2017 to Oct 23, 2017
Registered next
Oct 13, 2017
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
8,033 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into B••• F•••••••• G••••