DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas A KeystonPalo Alto, CaAug 2, 2016Aug 1, 2016
Andres MarekSan Diego, CaAug 9, 2016Aug 8, 2016
Eduardo MarekSan Diego, CaAug 9, 2016Aug 8, 2016
Steven Steven DouekSan Diego, CaAug 9, 2016Aug 8, 2016
Craig Charles BenellLos Angeles, CaAug 17, 2016Aug 16, 2016
Erik Russell FeestRoseville, CaAug 17, 2016Aug 15, 2016
John Luis AllenRoseville, CaAug 17, 2016Aug 15, 2016
Han Ming LinPasadena, CaAug 23, 2016Aug 18, 2016
Moyin ChoiPasadena, CaAug 23, 2016Aug 18, 2016
Melanie Diane GilmoreSan Diego, CaAug 30, 2016Oct 19, 2016
Cau-Min LiBrea, CaSep 2, 2016Sep 1, 2016
Bryce Steven McconnellMill Valley, CaSep 8, 2016Sep 1, 2016
The rule
Registrations ended
Aug 2, 2016 to Sep 8, 2016
Registered next
Aug 1, 2016 to Oct 19, 2016
Branch state
CA
Cities
7, most in San Diego, Ca
Registered there that day
18,348 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••