DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left R••••• W• B•••• • C•• I••••••••• for U•• F•••••••• S••••••• I•••

mixed wealthtowirehouseRIA to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Martin SchlesingerRoseville, CaFeb 14, 2020Jan 22, 2020
Jason Stephen CheuRoseville, CaFeb 14, 2020Jan 22, 2020
Stephanie Wai Yi WongRoseville, CaFeb 14, 2020Jan 22, 2020
The rule
Registrations ended
Feb 14, 2020
Registered next
Jan 22, 2020
Branch state
CA
Cities
1, most in Roseville, Ca
Registered there that day
1,728 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R••••• W• B•••• • C•• I•••••••••Other teams into U•• F•••••••• S••••••• I•••