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
Matthew William BensonLos Angeles, CaApr 3, 2017Mar 3, 2017
Lisa WellsIrvine, CaApr 11, 2017Apr 28, 2017
James Jay HallmanSanta Barbara, CaApr 24, 2017Apr 21, 2017
Lashawn Chantel HayesSanta Barbara, CaApr 24, 2017Apr 21, 2017
Nathaniel E ErmanSanta Barbara, CaApr 24, 2017Apr 21, 2017
Michael David WelchSan Francisco, CaMay 8, 2017May 5, 2017
Brant Allen RustichLa Jolla, CaMay 9, 2017May 8, 2017
Joanna Ping Chan MuiSan Mateo, CaMay 22, 2017May 22, 2017
The rule
Registrations ended
Apr 3, 2017 to May 22, 2017
Registered next
Mar 3, 2017 to May 22, 2017
Branch state
CA
Cities
6, most in Santa Barbara, Ca
Registered there that day
19,060 (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••••••