DFX Intelligence
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Team lift-out
2 advisors left K••••• I••••••••• A•••••••• L•• for M•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey L Mccullough | Medford, Or | Mar 23, 2021 | Aug 21, 2018 |
| Lorrie Anne Miller | Medford, Or | Mar 23, 2021 | Aug 21, 2018 |
The rule
- Registrations ended
- Mar 23, 2021
- Registered next
- Aug 21, 2018
- Branch state
- OR
- Cities
- 1, most in Medford, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape