DFX Intelligence
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Team lift-out
2 advisors left G•••• for F••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Roger George Tran | San Francisco, Ca | Sep 6, 2019 | Sep 11, 2019 |
| Sabrina Lee | San Francisco, Ca | Sep 6, 2019 | Mar 4, 2021 |
The rule
- Registrations ended
- Sep 6, 2019
- Registered next
- Sep 11, 2019 to Mar 4, 2021
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape