DFX Intelligence
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Team lift-out
2 advisors left K•• W••••• A••••••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth Brian Waltzer | Los Angeles, Ca | Oct 3, 2023 | Oct 2, 2023 |
| Laura A Gilman | Los Angeles, Ca | Oct 3, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Oct 3, 2023
- Registered next
- Oct 2, 2023
- Branch state
- CA
- Cities
- 1, most in Los Angeles, 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