DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left M••••• F•••••••• P•••••••• I••• for W••••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Lawrence RevenkoSan Francisco, CaOct 19, 2018Oct 11, 2018
Mary Louise BallinWalnut Creek, CaOct 19, 2018Oct 11, 2018
Sabrina Francis LowellSan Francisco, CaOct 19, 2018Oct 11, 2018
Sheila Mie SchroederSan Francisco, CaOct 19, 2018Oct 11, 2018
Stephen Atwood KeplerSan Francisco, CaOct 19, 2018Oct 11, 2018
T. Steven BrantonSan Francisco, CaOct 19, 2018Oct 11, 2018
The rule
Registrations ended
Oct 19, 2018
Registered next
Oct 11, 2018
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
86%
Succession by the destination
none on the tape
Other teams out of M••••• F•••••••• P•••••••• I•••Other teams into W••••••••• A•••••••