DFX Intelligence
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2 advisors left P••••••• A•••• M••••••••• I••• for P••••••• W••••• M••••••••• L••
Team lift-outjoined P••••••• W••••• M••••••••• L••
No date on record · this record
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jack Richard Zboralske | Roseville, Ca | Oct 11, 2021 | Sep 23, 2021 |
| Kenyon Lloyd Lederer | Roseville, Ca | Oct 11, 2021 | Sep 23, 2021 |
The rule
- Registrations ended
- Oct 11, 2021
- Registered next
- Sep 23, 2021
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Jul 1, 2021), not necessarily this firm