DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for F•••••••• A•••••••• I••••••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Stephen Loutsis | Issaquah, Wa | Apr 24, 2020 | Apr 27, 2020 |
| Shawna Kristine Bain | Issaquah, Wa | Apr 24, 2020 | Apr 27, 2020 |
The rule
- Registrations ended
- Apr 24, 2020
- Registered next
- Apr 27, 2020
- Branch state
- WA
- Cities
- 1, most in Issaquah, Wa
- Registered there that day
- 1,484 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape