DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• P••••••• • W••••• M••••••••• for L•••• W••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Leon Cohen | Santa Cruz, Ca | Dec 31, 2020 | Mar 17, 2021 |
| Mark Francis Astrinos | Santa Cruz, Ca | Dec 31, 2020 | Nov 2, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Mar 17, 2021 to Nov 2, 2021
- Branch state
- CA
- Cities
- 1, most in Santa Cruz, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape