DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Charles Frazier | Portland, Or | Nov 29, 2022 | Dec 4, 2022 |
| Melissa Ann Logan | Ontario, Or | Nov 29, 2022 | Dec 1, 2022 |
The rule
- Registrations ended
- Nov 29, 2022
- Registered next
- Dec 1, 2022 to Dec 4, 2022
- Branch state
- OR
- Cities
- 2, most in Ontario, Or
- Registered there that day
- 1,950 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape