DFX Intelligence
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Team lift-out
2 advisors left J••••••••• W••••• P••••••• for M•••••• W••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joyce Lea Franklin | San Rafael, Ca | Dec 31, 2024 | Oct 29, 2024 |
| Tarren Nathaniel Schaar | San Mateo, Ca | Dec 31, 2024 | Oct 29, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Oct 29, 2024
- Branch state
- CA
- Cities
- 2, most in San Rafael, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape