DFX Intelligence
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Team lift-out
2 advisors left P••••••••• P••••••• for O•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cranston Richard Gesell | Thousand Oaks, Ca | Sep 9, 2022 | Oct 30, 2020 |
| Kevin Garrett Johnson | Thousand Oaks, Ca | Sep 9, 2022 | Oct 28, 2020 |
The rule
- Registrations ended
- Sep 9, 2022
- Registered next
- Oct 28, 2020 to Oct 30, 2020
- Branch state
- CA
- Cities
- 1, most in Thousand Oaks, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape