DFX Intelligence
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Team lift-out
2 advisors left B••• F•••••••• G•••• for A•••• F••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abraham Martinez | San Francisco, Ca | Jun 19, 2020 | Dec 21, 2020 |
| Lauren Marie Fortier | San Francisco, Ca | Jun 19, 2020 | Jul 1, 2020 |
The rule
- Registrations ended
- Jun 19, 2020
- Registered next
- Jul 1, 2020 to Dec 21, 2020
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape