DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left H•••• I•••••••• for R•••• F•••••••• G••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Robert Dahm | Lake Oswego, Or | Nov 29, 2017 | Sep 8, 2020 |
| Robert Todd Fankhauser | Lake Oswego, Or | Nov 29, 2017 | Jan 16, 2026 |
The rule
- Registrations ended
- Nov 29, 2017
- Registered next
- Sep 8, 2020 to Jan 16, 2026
- Branch state
- OR
- Cities
- 1, most in Lake Oswego, Or
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape