DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Richard Lee GumToledo, OhJun 9, 2016Jun 8, 2016
Teresa M EmchToledo, OhJun 9, 2016Jun 8, 2016
Kristina Lee NewmanToledo, OhJun 10, 2016Jun 8, 2016
William Jarman DavisToledo, OhJun 10, 2016Jun 8, 2016
Chad Edward WickerToledo, OhJun 13, 2016Jun 8, 2016
The rule
Registrations ended
Jun 9, 2016 to Jun 13, 2016
Registered next
Jun 8, 2016
Branch state
OH
Cities
1, most in Toledo, Oh
Registered there that day
18,253 (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••••••