DFX Intelligence
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Team lift-out
2 advisors left S••• I••••••••• C•••••• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Anthony Marchiori | San Antonio, Tx | Aug 7, 2018 | Aug 6, 2018 |
| Daniel Espinoza | San Antonio, Tx | Aug 7, 2018 | Aug 6, 2018 |
The rule
- Registrations ended
- Aug 7, 2018
- Registered next
- Aug 6, 2018
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape