DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for C••••••• A••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Krausz Adler | Portland, Or | Oct 24, 2018 | Jul 6, 2018 |
| Kip Allen Mechals | Portland, Or | Oct 24, 2018 | Jul 10, 2018 |
The rule
- Registrations ended
- Oct 24, 2018
- Registered next
- Jul 6, 2018 to Jul 10, 2018
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 286 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape