DFX Intelligence
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Team lift-out
2 advisors left 4••• M••••••• L•• for G••••••• G••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James C Gebhardt | Lafayette, Ca | Dec 31, 2018 | Aug 2, 2019 |
| Matthew David Grishman | Lafayette, Ca | Dec 31, 2018 | Feb 25, 2020 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Aug 2, 2019 to Feb 25, 2020
- Branch state
- CA
- Cities
- 1, most in Lafayette, 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