DFX Intelligence
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Team lift-out
2 advisors left D•• G••••• F•••••••• S••••••• L•• for B••••••••• S•••••••• W•••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Clyde Goldie | Palo Alto, Ca | May 31, 2019 | Jun 13, 2019 |
| Dirk Gavin Gilliard | Palo Alto, Ca | May 31, 2019 | Jun 13, 2019 |
The rule
- Registrations ended
- May 31, 2019
- Registered next
- Jun 13, 2019
- Branch state
- CA
- Cities
- 1, most in Palo Alto, 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