DFX Intelligence
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Team lift-out
2 advisors left R••••• F•••••••• A••••••• for C•••••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Joseph Cariani | La Mesa, Ca | Feb 28, 2019 | Feb 4, 2019 |
| Matthew Richard Griffith | La Mesa, Ca | Feb 28, 2019 | Feb 4, 2019 |
The rule
- Registrations ended
- Feb 28, 2019
- Registered next
- Feb 4, 2019
- Branch state
- CA
- Cities
- 1, most in La Mesa, Ca
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape