DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left P•••••••• I•••••••• O• A•••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Patrick CostelloSan Francisco, CaJul 22, 2016Jun 10, 2016
Jane Marie MckenzieSanta Cruz, CaJul 22, 2016Jun 10, 2016
John Thomas ArmsteadSan Francisco, CaJul 22, 2016Jun 10, 2016
Justin Lyle KobeSan Francisco, CaJul 22, 2016Jun 15, 2016
Lisa Denise TuemmlerWalnut Creek, CaJul 22, 2016Jun 10, 2016
Michael J CalvelliSanta Rosa, CaJul 22, 2016Jun 10, 2016
Nancy Laura RobertsonFremont, CaJul 22, 2016Jun 14, 2016
Patrice Carol RainerSan Francisco, CaJul 22, 2016Jun 13, 2016
Randall Garrison RobertsonFremont, CaJul 22, 2016Jun 14, 2016
Sally Ann HersheySan Francisco, CaJul 22, 2016Jun 24, 2016
Scott HagopianSan Francisco, CaJul 22, 2016Jun 14, 2016
Shane Garret YonstonSan Francisco, CaJul 22, 2016Jun 27, 2016
Catherine Lorraine WoodmanSan Francisco, CaJul 28, 2016Jun 24, 2016
Antone Steven BulichSanta Rosa, CaJul 29, 2016Jun 10, 2016
The rule
Registrations ended
Jul 22, 2016 to Jul 29, 2016
Registered next
Jun 10, 2016 to Jun 27, 2016
Branch state
CA
Cities
5, most in San Francisco, Ca
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of P•••••••• I•••••••• O• A••••••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••