DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Walter E. HernandezBakersfield, CaMar 14, 2018Mar 12, 2018
Gary Jon SampsonBakersfield, CaMar 15, 2018Mar 2, 2018
Jay Bernard EricssonBakersfield, CaMar 15, 2018Mar 2, 2018
Jon Arthur SampsonBakersfield, CaMar 15, 2018Mar 2, 2018
The rule
Registrations ended
Mar 14, 2018 to Mar 15, 2018
Registered next
Mar 2, 2018 to Mar 12, 2018
Branch state
CA
Cities
1, most in Bakersfield, Ca
Registered there that day
7,696 (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 W•••• F•••• A•••••••