DFX Intelligence
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Team lift-out
2 advisors left Q•••••• C•••••• M••••••••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Craig Young | San Francisco, Ca | Dec 23, 2020 | Jan 7, 2021 |
| Howard Bernard Aschwald | San Francisco, Ca | Dec 23, 2020 | Jan 4, 2021 |
The rule
- Registrations ended
- Dec 23, 2020
- Registered next
- Jan 4, 2021 to Jan 7, 2021
- Branch state
- CA
- Cities
- 1, most in San Francisco, 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