DFX Intelligence
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Team lift-out
2 advisors left G••••••• G••••• I•• for 4••• M••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James C Gebhardt | Lafayette, Ca | Aug 2, 2019 | Feb 6, 2015 |
| Matthew David Grishman | Lafayette, Ca | Aug 2, 2019 | Feb 6, 2015 |
The rule
- Registrations ended
- Aug 2, 2019
- Registered next
- Feb 6, 2015
- Branch state
- CA
- Cities
- 1, most in Lafayette, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape