DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for R• I••••••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Everett Jones | Boise, Id | Jan 6, 2020 | Jan 2, 2020 |
| Kimberly Lambert Jaques | Boise, Id | Jan 6, 2020 | Jan 2, 2020 |
| Lisa Jo Sievers | Boise, Id | Jan 6, 2020 | Jan 3, 2020 |
| Raleigh Ann Vachek | Boise, Id | Jan 6, 2020 | Jan 2, 2020 |
The rule
- Registrations ended
- Jan 6, 2020
- Registered next
- Jan 2, 2020 to Jan 3, 2020
- Branch state
- ID
- Cities
- 1, most in Boise, Id
- Registered there that day
- 1,450 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape