DFX Intelligence
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Team lift-out
2 advisors left P•••••• W••••• M••••••••• L•• for C•••••• W••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dermott Gabriel Larkin | Burlingame, Ca | Apr 21, 2025 | Apr 21, 2025 |
| William Alan Gordon | Burlingame, Ca | Apr 21, 2025 | Apr 21, 2025 |
The rule
- Registrations ended
- Apr 21, 2025
- Registered next
- Apr 21, 2025
- Branch state
- CA
- Cities
- 1, most in Burlingame, Ca
- Registered there that day
- 80 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape