DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left G••••• R••••••••• P••••••• L•• for H••• F•••••••• G••••• L••

institutionaltoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anna Elizabeth KraemerSan Rafael, CaOct 26, 2021Oct 18, 2023
Brian Jerold WhinnerySan Rafael, CaOct 26, 2021May 28, 2021
Gregory Alan KleinSan Rafael, CaOct 26, 2021Mar 23, 2022
James P MileySan Rafael, CaOct 26, 2021May 28, 2021
The rule
Registrations ended
Oct 26, 2021
Registered next
May 28, 2021 to Oct 18, 2023
Branch state
CA
Cities
1, most in San Rafael, Ca
Registered there that day
311 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of G••••• R••••••••• P••••••• L••Other teams into H••• F•••••••• G••••• L••