DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mauro Rocco Ciarmoli | San Diego, Ca | Apr 12, 2022 | Jul 15, 2022 |
| Allison Rebstock Crescione | Folsom, Ca | Apr 13, 2022 | Jun 2, 2022 |
The rule
- Registrations ended
- Apr 12, 2022 to Apr 13, 2022
- Registered next
- Jun 2, 2022 to Jul 15, 2022
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 12,914 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape