DFX Intelligence
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Team lift-out
2 advisors left S•• W••••• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Mccarville | Beverly Hills, Ca | Mar 15, 2023 | Mar 28, 2023 |
| Susan Kim Matlow | Beverly Hills, Ca | Mar 17, 2023 | Mar 27, 2023 |
The rule
- Registrations ended
- Mar 15, 2023 to Mar 17, 2023
- Registered next
- Mar 27, 2023 to Mar 28, 2023
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 114 (people still on IAPD; an estimate)
- Share of that headcount
- 1.8%
- Succession by the destination
- none on the tape