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 O••••••••• for H••••• C••• W••••• M•••••••••
institutionaltono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 4, 2022
- Registered next
- Mar 25, 2022
- Branch state
- WA
- Cities
- 1, most in Bainbridge Island, Wa
- Registered there that day
- 185 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape