DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emanuel Rick Grad | Tualatin, Or | Oct 19, 2017 | May 27, 2021 |
| Kodi Robert Hermann | Portland, Or | Oct 19, 2017 | Sep 22, 2017 |
The rule
- Registrations ended
- Oct 19, 2017
- Registered next
- Sep 22, 2017 to May 27, 2021
- Branch state
- OR
- Cities
- 2, most in Portland, Or
- Registered there that day
- 6,624 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape