DFX Intelligence
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Team lift-out
2 advisors left R•••••••• A••••••• for K•••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Thomas Nadeau | Roseville, Ca | Mar 2, 2023 | Jan 10, 2023 |
| Michelle L Cavallero | Roseville, Ca | Mar 2, 2023 | Jan 11, 2023 |
The rule
- Registrations ended
- Mar 2, 2023
- Registered next
- Jan 10, 2023 to Jan 11, 2023
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape