DFX Intelligence
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Team lift-out
2 advisors left F•••••••• I••••••• W••••• M••••••••• for R•••••• F••••• W•••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jun Stephen Chea | Tacoma, Wa | Sep 2, 2024 | Sep 3, 2024 |
| Michael Robert Ruff | Tacoma, Wa | Sep 2, 2024 | Sep 5, 2024 |
The rule
- Registrations ended
- Sep 2, 2024
- Registered next
- Sep 3, 2024 to Sep 5, 2024
- Branch state
- WA
- Cities
- 1, most in Tacoma, Wa
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape