DFX Intelligence
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Team lift-out
6 advisors left B•••••••• R••••• • F•••••••• I••• for P•••••• P•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Duncan Porter | Menlo Park, Ca | Dec 31, 2019 | Mar 10, 2020 |
| April Michelle Sullivan | Menlo Park, Ca | Dec 31, 2019 | May 23, 2022 |
| Brianna Marie Mariolle | Menlo Park, Ca | Dec 31, 2019 | Mar 10, 2020 |
| Catherine Ann Pitts | Menlo Park, Ca | Dec 31, 2019 | Mar 10, 2020 |
| Gustavo Pires De Oliveira Dias | Menlo Park, Ca | Dec 31, 2019 | Mar 10, 2020 |
| Matthew Jordan Santos | Menlo Park, Ca | Dec 31, 2019 | Mar 10, 2020 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Mar 10, 2020 to May 23, 2022
- Branch state
- CA
- Cities
- 1, most in Menlo Park, Ca
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape