DFX Intelligence
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Team lift-out
2 advisors left B•••••••• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Peter Geers | Dallas, Tx | Apr 28, 2022 | Jun 2, 2022 |
| Michael Robert Osgood | Dallas, Tx | Apr 28, 2022 | Apr 26, 2022 |
The rule
- Registrations ended
- Apr 28, 2022
- Registered next
- Apr 26, 2022 to Jun 2, 2022
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape