DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left L••••• F•••••••• C••••••••• L•• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Colette Marie KolankoMill Valley, CaAug 22, 2023Jul 24, 2023
Jean Stassi Harrell SchwarzMill Valley, CaAug 22, 2023Jul 5, 2023
Laurie FriedMill Valley, CaAug 22, 2023Jul 5, 2023
Melissa H TaroMill Valley, CaAug 22, 2023Jul 5, 2023
The rule
Registrations ended
Aug 22, 2023
Registered next
Jul 5, 2023 to Jul 24, 2023
Branch state
CA
Cities
1, most in Mill Valley, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape
Other teams out of L••••• F•••••••• C••••••••• L••Other teams into C••••• P••••••• L••