DFX Intelligence
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Team lift-out
2 advisors left M••••• R••••••••• A••••••• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carly Marie Jeavons | Manhattan Beach, Ca | Feb 4, 2019 | Aug 28, 2020 |
| Elizabeth Christina De Muro | Manhattan Beach, Ca | Feb 4, 2019 | Nov 2, 2018 |
The rule
- Registrations ended
- Feb 4, 2019
- Registered next
- Nov 2, 2018 to Aug 28, 2020
- Branch state
- CA
- Cities
- 1, most in Manhattan Beach, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape