DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left S•••••••• W••••• M••••••••• L•• for E• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Todd David FlynnKirkland, WaDec 31, 2021Jan 10, 2022
Elizabeth Ann Mc QueenKirkland, WaJan 3, 2022Jan 10, 2022
James Francis NeversKirkland, WaJan 3, 2022Jan 10, 2022
Taraneh MozaffarianKirkland, WaJan 3, 2022Feb 2, 2022
The rule
Registrations ended
Dec 31, 2021 to Jan 3, 2022
Registered next
Jan 10, 2022 to Feb 2, 2022
Branch state
WA
Cities
1, most in Kirkland, Wa
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
44%
Succession by the destination
none on the tape
Other teams out of S•••••••• W••••• M••••••••• L••Other teams into E• W••••• A•••••••