DFX Intelligence
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Team lift-out
3 advisors left C••••• A••••••• L•• for M•••••• W••••• M••••••••• I••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Pamela Yvonne Dobson | Spokane Valley, Wa | May 18, 2020 | Sep 16, 2019 |
| Donald Joseph Moulton | Kennewick, Wa | May 19, 2020 | Aug 12, 2019 |
| Rial Robert Moulton | Kennewick, Wa | May 19, 2020 | Aug 12, 2019 |
The rule
- Registrations ended
- May 18, 2020 to May 19, 2020
- Registered next
- Aug 12, 2019 to Sep 16, 2019
- Branch state
- WA
- Cities
- 2, most in Kennewick, Wa
- Registered there that day
- 248 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape