DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for G• W••••• M••••••••• R••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leigh Flor | Bellevue, Wa | Feb 7, 2024 | Jan 19, 2024 |
| Linda K Mauzy | Bellevue, Wa | Feb 7, 2024 | Jan 19, 2024 |
| Nichole Eileen Heidrick | Bellevue, Wa | Feb 7, 2024 | Feb 8, 2024 |
The rule
- Registrations ended
- Feb 7, 2024
- Registered next
- Jan 19, 2024 to Feb 8, 2024
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 460 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape