DFX Intelligence
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Team lift-out
5 advisors left W••••••••• P•••••••• L•• for L••••• E••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anca Garcia | Cary, Nc | Nov 1, 2023 | Nov 8, 2023 |
| Hui Yao Kelly Lin | Cary, Nc | Nov 1, 2023 | Nov 1, 2023 |
| Nicola Saverio Patullo | Cary, Nc | Nov 1, 2023 | Nov 1, 2023 |
| Robert Paul Marronaro | Cary, Nc | Nov 1, 2023 | Nov 1, 2023 |
| Timothy Olin Urie | Cary, Nc | Nov 1, 2023 | Jan 1, 2026 |
The rule
- Registrations ended
- Nov 1, 2023
- Registered next
- Nov 1, 2023 to Jan 1, 2026
- Branch state
- NC
- Cities
- 1, most in Cary, Nc
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 26%
- Succession by the destination
- none on the tape