DFX Intelligence
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Team lift-out
2 advisors left F•••••••• M••••••••• I••• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jared Mark Jones | Yakima, Wa | Sep 28, 2020 | Feb 20, 2020 |
| Kenneth Edward Reeves | Yakima, Wa | Sep 28, 2020 | Jun 17, 2020 |
The rule
- Registrations ended
- Sep 28, 2020
- Registered next
- Feb 20, 2020 to Jun 17, 2020
- Branch state
- WA
- Cities
- 1, most in Yakima, Wa
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape