DFX Intelligence
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Team lift-out
2 advisors left B••••••• J•••• L•• for C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katlyn Beth Valencia | Seattle, Wa | Aug 13, 2024 | Sep 10, 2024 |
| Maximilian John Arms | Seattle, Wa | Aug 20, 2024 | Sep 10, 2024 |
The rule
- Registrations ended
- Aug 13, 2024 to Aug 20, 2024
- Registered next
- Sep 10, 2024
- Branch state
- WA
- Cities
- 1, most in Seattle, Wa
- Registered there that day
- 116 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm