DFX Intelligence
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Team lift-out
2 advisors left N••••••• F•••••••• G••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Steven Federman | San Mateo, Ca | Feb 23, 2021 | Feb 9, 2021 |
| Mark Patrick Farrelly | San Mateo, Ca | Feb 23, 2021 | Feb 9, 2021 |
The rule
- Registrations ended
- Feb 23, 2021
- Registered next
- Feb 9, 2021
- Branch state
- CA
- Cities
- 1, most in San Mateo, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape