DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Farnum StimpsonNewport Beach, CaSep 29, 2015Sep 25, 2015
Christopher Alden CoppsNewport Beach, CaSep 29, 2015Sep 25, 2015
Darren Lee HendersonNewport Beach, CaSep 29, 2015Sep 25, 2015
Gregory James WaltersNewport Beach, CaSep 29, 2015Sep 25, 2015
Michael Randall PhelpsNewport Beach, CaSep 29, 2015Sep 25, 2015
The rule
Registrations ended
Sep 29, 2015
Registered next
Sep 25, 2015
Branch state
CA
Cities
1, most in Newport Beach, Ca
Registered there that day
17,585 (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 C•••••• C•••••• P•••••••• L••