DFX Intelligence
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Team lift-out
2 advisors left I••••••••• C•••••• M••••••••• L•• for F•••• F•••••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Hilary Cray | Menlo Park, Ca | Aug 1, 2023 | Jan 7, 2026 |
| Julie Ann Schatz | Menlo Park, Ca | Aug 1, 2023 | May 11, 2023 |
The rule
- Registrations ended
- Aug 1, 2023
- Registered next
- May 11, 2023 to Jan 7, 2026
- Branch state
- CA
- Cities
- 1, most in Menlo Park, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape