DFX Intelligence
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Team lift-out
3 advisors left E•••• S••••••••• L•• for C••••••••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Vaughn Kepler | Kirkland, Wa | Oct 3, 2023 | Oct 2, 2023 |
| Shane John Payette | Kirkland, Wa | Oct 3, 2023 | Oct 2, 2023 |
| Victoria Kay Serles | Kirkland, Wa | Oct 3, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Oct 3, 2023
- Registered next
- Oct 2, 2023
- Branch state
- WA
- Cities
- 1, most in Kirkland, Wa
- Registered there that day
- 1,712 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape