DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left R•• F•••••••• for W••••• A••••••• N•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dirk Philippus Marti Conradie | Beaverton, Or | Oct 4, 2016 | Aug 25, 2017 |
| Geoffrey Dougall | Beaverton, Or | Oct 4, 2016 | Aug 25, 2017 |
The rule
- Registrations ended
- Oct 4, 2016
- Registered next
- Aug 25, 2017
- Branch state
- OR
- Cities
- 1, most in Beaverton, Or
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape