DFX Intelligence
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Team lift-out
2 advisors left P••••••••• F•••••••• G••••• I••• for F•••••• F•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marjorie Casem Carbajal | Santa Clara, Ca | Aug 2, 2019 | Apr 26, 2019 |
| Regina Carbajal Legates | Santa Clara, Ca | Aug 2, 2019 | Apr 26, 2019 |
The rule
- Registrations ended
- Aug 2, 2019
- Registered next
- Apr 26, 2019
- Branch state
- CA
- Cities
- 1, most in Santa Clara, Ca
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape