DFX Intelligence
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Team lift-out
2 advisors left M••••• A•••••••• I••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carrie A Beede | Kirkland, Wa | Dec 13, 2021 | Nov 8, 2021 |
| David Matthew Simpson | Kirkland, Wa | Dec 13, 2021 | Nov 8, 2021 |
The rule
- Registrations ended
- Dec 13, 2021
- Registered next
- Nov 8, 2021
- Branch state
- WA
- Cities
- 1, most in Kirkland, Wa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape