DFX Intelligence
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Team lift-out
2 advisors left V•••••••• V•••••••• L•• for A•• W••••• M••••••••• • C••••••••• S•••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew David Gray | Bend, Or | Dec 31, 2020 | Jan 14, 2021 |
| Michael Patrick Bird | Bend, Or | Dec 31, 2020 | Jan 14, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jan 14, 2021
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape