DFX Intelligence
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Team lift-out
2 advisors left H••••• R•••• for R•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Thomas Nadeau | Roseville, Ca | Mar 31, 2022 | Feb 16, 2022 |
| Randy G Kolenda | Roseville, Ca | Mar 31, 2022 | Feb 17, 2022 |
The rule
- Registrations ended
- Mar 31, 2022
- Registered next
- Feb 16, 2022 to Feb 17, 2022
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape