DFX Intelligence
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Team lift-out
4 advisors left S•••••• P••••••• I••••••••• S••••••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Thomas Defeo | Seattle, Wa | Mar 1, 2023 | Mar 1, 2023 |
| Susan Chandler | Seattle, Wa | Mar 1, 2023 | Mar 1, 2023 |
| Chinh Td Nguyen | Seattle, Wa | Mar 6, 2023 | Mar 1, 2023 |
| Leann Renae Gilmore | Vancouver, Wa | Mar 7, 2023 | Mar 8, 2023 |
The rule
- Registrations ended
- Mar 1, 2023 to Mar 7, 2023
- Registered next
- Mar 1, 2023 to Mar 8, 2023
- Branch state
- WA
- Cities
- 2, most in Seattle, Wa
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 36%
- Succession by the destination
- none on the tape