DFX Intelligence
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Team lift-out
2 advisors left A•••••• A•••••••• I••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremiah Curtis Griffith | Corte Madera, Ca | Apr 23, 2019 | Apr 1, 2019 |
| Joseph Edward Strauss | Corte Madera, Ca | Apr 23, 2019 | Apr 1, 2019 |
The rule
- Registrations ended
- Apr 23, 2019
- Registered next
- Apr 1, 2019
- Branch state
- CA
- Cities
- 1, most in Corte Madera, 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