DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left J•• C•••••• A•••••••• L•• for A•••• C•••••• C••••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Asa Lee Savage | Salem, Or | Jul 7, 2015 | Jul 8, 2015 |
| Edward James Jeffery | Portland, Or | Jul 7, 2015 | Jun 20, 2021 |
| Glen Steven Davis | Portland, Or | Jul 7, 2015 | Jan 8, 2025 |
The rule
- Registrations ended
- Jul 7, 2015
- Registered next
- Jul 8, 2015 to Jan 8, 2025
- Branch state
- OR
- Cities
- 2, most in Portland, Or
- Registered there that day
- 58 (people still on IAPD; an estimate)
- Share of that headcount
- 5.2%
- Succession by the destination
- none on the tape