DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for E•••••• A••••••• G••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blair Carpenter | Camas, Wa | Jun 23, 2023 | Mar 21, 2024 |
| Jason David Dray | Camas, Wa | Jul 5, 2023 | Mar 7, 2024 |
The rule
- Registrations ended
- Jun 23, 2023 to Jul 5, 2023
- Registered next
- Mar 7, 2024 to Mar 21, 2024
- Branch state
- WA
- Cities
- 1, most in Camas, Wa
- Registered there that day
- 1,784 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- a succession within a year (Apr 6, 2023), not necessarily this firm