DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••• A••••••• for P••• W••••• A•••••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stacy Lynn Rerick | Portland, Or | Nov 16, 2022 | Oct 2, 2022 |
| Teresa Dawn Elizabeth Meyer | Portland, Or | Nov 16, 2022 | Oct 2, 2022 |
The rule
- Registrations ended
- Nov 16, 2022
- Registered next
- Oct 2, 2022
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape