DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jay Edward GelbartSan Diego, CaFeb 18, 2016Feb 18, 2016
Zachary D GelbartSan Diego, CaFeb 18, 2016Feb 17, 2016
Connie Crystal GorczycaNewport Beach, CaFeb 26, 2016Jul 26, 2016
Duke SusilasateBrea, CaMar 2, 2016May 15, 2017
The rule
Registrations ended
Feb 18, 2016 to Mar 2, 2016
Registered next
Feb 17, 2016 to May 15, 2017
Branch state
CA
Cities
3, most in San Diego, Ca
Registered there that day
18,011 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••