DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Erica JangSan Francisco, CaSep 12, 2017Sep 5, 2017
Minyu Jessica ChangSan Francisco, CaSep 12, 2017Sep 5, 2017
Shan Shan WuSan Francisco, CaSep 12, 2017Sep 5, 2017
Christopher Thomas RothSan Francisco, CaSep 15, 2017Aug 24, 2017
The rule
Registrations ended
Sep 12, 2017 to Sep 15, 2017
Registered next
Aug 24, 2017 to Sep 5, 2017
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
7,615 (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 M••••• S••••••