DFX Intelligence
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Team lift-out
2 advisors left T•• P••••• A••••••• C••••••••• for V•••••• C•••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Greg Andrew Goldfeder | Beachwood, Oh | Jan 30, 2020 | Jan 21, 2020 |
| William David Proper | Beachwood, Oh | Jan 30, 2020 | Jan 21, 2020 |
The rule
- Registrations ended
- Jan 30, 2020
- Registered next
- Jan 21, 2020
- Branch state
- OH
- Cities
- 1, most in Beachwood, Oh
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape