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
Le Ning ZhuPasadena, CaJul 10, 2017Aug 24, 2017
Daniel Estrella MckinneySan Francisco, CaJul 19, 2017Aug 18, 2017
Ran ZhouSan Francisco, CaAug 2, 2017Sep 26, 2017
Douglas R QuinteroSan Francisco, CaAug 8, 2017Aug 7, 2017
The rule
Registrations ended
Jul 10, 2017 to Aug 8, 2017
Registered next
Aug 7, 2017 to Sep 26, 2017
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
19,258 (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••••••