DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left C••••• S••••• S••••••••• •••• L•• for J••• M••••• P•••••• W••••• A••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel ChangLos Angeles, CaAug 24, 2015Jul 31, 2015
Wendi LohmarLos Angeles, CaAug 24, 2015Jul 31, 2015
Catherine Chase KramerLos Angeles, CaAug 25, 2015Jul 31, 2015
The rule
Registrations ended
Aug 24, 2015 to Aug 25, 2015
Registered next
Jul 31, 2015
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
470 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape
Other teams out of C••••• S••••• S••••••••• •••• L••Other teams into J••• M••••• P•••••• W••••• A••••••• L••