DFX Intelligence
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Team lift-out
3 advisors left F••• P•••• C•••••• P••••••• L•• for A•• A•••••••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annie Mae Werner | San Francisco, Ca | Dec 31, 2018 | Nov 5, 2018 |
| Nicole R Meihofer | San Francisco, Ca | Dec 31, 2018 | Jan 2, 2019 |
| Oliver J Kupe | San Francisco, Ca | Dec 31, 2018 | Nov 5, 2018 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Nov 5, 2018 to Jan 2, 2019
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape