DFX Intelligence
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Team lift-out
2 advisors left V••• S••••• W••••• M••••••••• L•• for S••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Carlo Bernabei | Mill Valley, Ca | Mar 17, 2020 | Dec 7, 2017 |
| Zachary Wilson Perry | Mill Valley, Ca | Mar 17, 2020 | Dec 7, 2017 |
The rule
- Registrations ended
- Mar 17, 2020
- Registered next
- Dec 7, 2017
- Branch state
- CA
- Cities
- 1, most in Mill Valley, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape