DFX Intelligence
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Team lift-out
2 advisors left S•••• W••••• M••••••••• for A••••••• F••••••••• L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brianna Nicole Hasbrook | Walnut Creek, Ca | Aug 18, 2021 | May 3, 2021 |
| Richard Gross | Walnut Creek, Ca | Aug 18, 2021 | May 3, 2021 |
The rule
- Registrations ended
- Aug 18, 2021
- Registered next
- May 3, 2021
- Branch state
- CA
- Cities
- 1, most in Walnut Creek, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape