DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Gabriel Joseph GarciaSanta Clarita, CaJun 21, 2019Jul 1, 2019
He FuHacienda Heights, CaJun 24, 2019Jul 9, 2019
Tarunjit AhluwaliaSan Francisco, CaJul 2, 2019Jul 19, 2019
Jacob S. NicholsSan Luis Obispo, CaJul 15, 2019Jul 24, 2019
Jose RubioPort Hueneme, CaJul 22, 2019Aug 8, 2019
Andrew Philip HeilSan Diego, CaJul 23, 2019Aug 6, 2019
Michelle A. KettenSouth Lake Tahoe, CaJul 25, 2019Jul 26, 2019
The rule
Registrations ended
Jun 21, 2019 to Jul 25, 2019
Registered next
Jul 1, 2019 to Aug 8, 2019
Branch state
CA
Cities
7, most in Van Nuys, Ca
Registered there that day
21,021 (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 J••• M••••• S••••••••• L••