DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Anthony Weber | Missoula, Mt | Jan 16, 2019 | Jan 4, 2019 |
| Susan Ann Estep | Missoula, Mt | Jan 16, 2019 | Jan 4, 2019 |
The rule
- Registrations ended
- Jan 16, 2019
- Registered next
- Jan 4, 2019
- Branch state
- MT
- Cities
- 1, most in Missoula, Mt
- Registered there that day
- 1,349 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape