DFX Intelligence
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Team lift-out
4 advisors left F•••••• for S••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea Nolan | San Francisco, Ca | Dec 17, 2024 | Dec 24, 2024 |
| Eugene Edwin Hoover | San Francisco, Ca | Dec 17, 2024 | Dec 23, 2024 |
| Kyra Gayle Reyes Luu | San Francisco, Ca | Dec 17, 2024 | Jan 21, 2025 |
| Michael Anthony Lambrecht | San Francisco, Ca | Dec 17, 2024 | Jan 14, 2025 |
| Robert Nicholas Barone | San Francisco, Ca | Dec 17, 2024 | Jan 9, 2025 |
The rule
- Registrations ended
- Dec 17, 2024
- Registered next
- Jan 8, 2025 to Jan 21, 2025
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 109 (people still on IAPD; an estimate)
- Share of that headcount
- 3.7%
- Succession by the destination
- none on the tape