DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left S••••••• I••••••••• G••••• I••• for A••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Darryl Randolph RaeMountain View, CaFeb 9, 2017Feb 1, 2017
Helen Ann DietzMountain View, CaFeb 9, 2017Feb 1, 2017
Natalie Ann MorrellaMountain View, CaFeb 9, 2017Feb 1, 2017
Nayan Prafulchandra LapsiwalaMountain View, CaFeb 9, 2017Feb 1, 2017
Talia PierluissiMountain View, CaFeb 9, 2017Feb 1, 2017
The rule
Registrations ended
Feb 9, 2017
Registered next
Feb 1, 2017
Branch state
CA
Cities
1, most in Mountain View, Ca
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of S••••••• I••••••••• G••••• I•••Other teams into A••••••••• L••