DFX Intelligence
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Team lift-out
2 advisors left P••••••• C•••••• M••••••••• L•• for P••••••• G••••• I•••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Nmn Castelli | Orinda, Ca | Dec 31, 2017 | May 13, 2016 |
| Jorge Nmn Madrigal | Orinda, Ca | Dec 31, 2017 | May 13, 2016 |
| Zlatko Martinic | Orinda, Ca | Dec 31, 2017 | Nov 3, 2016 |
The rule
- Registrations ended
- Dec 31, 2017
- Registered next
- May 13, 2016
- Branch state
- CA
- Cities
- 1, most in Orinda, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape