DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left G••••• R••••••••• P••••••• L•• for W•••• I••••••••• A•••••••• L••

institutionaltoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason AceitunoSan Rafael, CaJul 2, 2018Jan 2, 2026
Molly KnappSan Rafael, CaJul 2, 2018Aug 9, 2018
Panfilo CostantiniSan Rafael, CaJul 2, 2018Aug 18, 2018
The rule
Registrations ended
Jul 2, 2018
Registered next
Aug 9, 2018 to Jan 2, 2026
Branch state
CA
Cities
1, most in San Rafael, Ca
Registered there that day
164 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape
Other teams out of G••••• R••••••••• P••••••• L••Other teams into W•••• I••••••••• A•••••••• L••