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 C•••••••• W••••• A••••••• for P•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arthur Fredric Green | Palo Alto, Ca | Mar 3, 2023 | Feb 1, 2023 |
| Sheetal Shyam Bagde | Palo Alto, Ca | Mar 3, 2023 | Feb 1, 2023 |
The rule
- Registrations ended
- Mar 3, 2023
- Registered next
- Feb 1, 2023
- Branch state
- CA
- Cities
- 1, most in Palo Alto, 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