DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Jeremiah Anthony Beam | Portland, Or | Feb 11, 2020 | Apr 9, 2018 |
| Paul Raymond Erenfeld | Portland, Or | Feb 11, 2020 | Aug 27, 2019 |
| Sandra Lee Hay Magdaleno | Portland, Or | Feb 11, 2020 | Sep 5, 2019 |
The rule
- Registrations ended
- Feb 11, 2020
- Registered next
- Apr 9, 2018 to Sep 5, 2019
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 259 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape