DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Calvin Tatkwan WattSan Jose, CaApr 26, 2016Apr 22, 2016
Wenxin YuPleasanton, CaMay 9, 2016May 18, 2016
Daniel Scott JohnsonSanta Monica, CaMay 19, 2016May 18, 2016
Sean Daniel HarrellSanta Rosa, CaMay 24, 2016May 17, 2016
Jerald R ReichSan Jose, CaMay 31, 2016May 27, 2016
Harlan Shaw LevinsonSan Francisco, CaJun 13, 2016Jun 10, 2016
Diego Juvenal MacedoSan Diego, CaJun 14, 2016Jun 10, 2016
Rafael A Gutierrez BalderrabanoSan Diego, CaJun 16, 2016Jun 10, 2016
The rule
Registrations ended
Apr 26, 2016 to Jun 16, 2016
Registered next
Apr 22, 2016 to Jun 10, 2016
Branch state
CA
Cities
6, most in San Jose, Ca
Registered there that day
18,160 (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••••••