DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for J••• M••••• P•••••• W••••• A••••••• L••

wirehousetootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David MuchaSan Francisco, CaJul 10, 2017Jun 23, 2017
Ana Razel SantarinaSan Francisco, CaJul 14, 2017Jun 23, 2017
Marissa Seleste PattisonSan Francisco, CaJul 14, 2017Jun 23, 2017
Robert Paul GehlenSan Francisco, CaJul 14, 2017Jun 23, 2017
The rule
Registrations ended
Jul 10, 2017 to Jul 14, 2017
Registered next
Jun 23, 2017
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
7,589 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into J••• M••••• P•••••• W••••• A••••••• L••