DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left F••••• F••••••••• L•• for F••••• F•••••••• G••••• L••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett Carlton D'OrlandoPalm Desert, CaFeb 9, 2018Feb 9, 2018
Brian Paul AmideiPalm Desert, CaFeb 9, 2018Jul 20, 2018
Joseph Giorgio RomanoPalm Desert, CaFeb 9, 2018Feb 9, 2018
The rule
Registrations ended
Feb 9, 2018
Registered next
Feb 9, 2018 to Jul 20, 2018
Branch state
CA
Cities
1, most in Palm Desert, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F••••• F••••••••• L••Other teams into F••••• F•••••••• G••••• L••