DFX Intelligence
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Team lift-out
2 advisors left B•••••••• A••••••• S•••••••• L•• for K•••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Seth Mayer | San Diego, Ca | Feb 28, 2022 | Mar 4, 2022 |
| Stephen M Digennaro | San Diego, Ca | Mar 14, 2022 | Mar 10, 2022 |
The rule
- Registrations ended
- Feb 28, 2022 to Mar 14, 2022
- Registered next
- Mar 4, 2022 to Mar 10, 2022
- Branch state
- CA
- Cities
- 1, most in San Diego, 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