DFX Intelligence

RIA Intelligence

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8 advisors left E••••••• C•••••• M••••••••• L•• for C••••••

Firm absorbedjoined C••••••
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Lawrence RevenkoSan Francisco, CaNov 13, 2024Nov 6, 2024
John Yo Han KimSan Francisco, CaNov 13, 2024Nov 6, 2024
Kyle Patrick BennerSan Francisco, CaNov 13, 2024Nov 6, 2024
Ludovic Pierre ThomassonSan Francisco, CaNov 13, 2024Nov 5, 2024
Michael Ronald NavoneSan Francisco, CaNov 13, 2024Nov 6, 2024
Paul Lambert PerrinoSan Francisco, CaNov 13, 2024Nov 6, 2024
Sean Patrick Stannard-StocktonSan Francisco, CaNov 13, 2024Nov 8, 2024
Shilpa Girish AndalkarSan Francisco, CaNov 13, 2024Nov 8, 2024
The rule
Registrations ended
Nov 13, 2024
Registered next
Nov 5, 2024 to Nov 8, 2024
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of E••••••• C•••••• M••••••••• L••Other teams into C••••••