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
2 advisors left L•••••• C•••••• M••••••••• I••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heidi Ann Ludeman | Ferndale, Wa | May 10, 2023 | Nov 1, 2022 |
| Jonathan Paul Ludeman | Bellingham, Wa | May 10, 2023 | Nov 1, 2022 |
The rule
- Registrations ended
- May 10, 2023
- Registered next
- Nov 1, 2022
- Branch state
- WA
- Cities
- 2, most in Bellingham, Wa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape