DFX Intelligence
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Team lift-out
2 advisors left P•••••••• I••••••••• L•• for D••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Athanassios Panagiotakopoulos | Phoenix, Az | May 31, 2019 | Mar 29, 2019 |
| David Jeffery Marques Matuszak | Phoenix, Az | May 31, 2019 | May 6, 2019 |
The rule
- Registrations ended
- May 31, 2019
- Registered next
- Mar 29, 2019 to May 6, 2019
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape