DFX Intelligence
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Team lift-out
2 advisors left S•••••• P••••••• I••••••••• S••••••••• L•• for S•••••• P••••••• I••••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Calvin Roberts | Lake Oswego, Or | Jul 10, 2024 | May 19, 2023 |
| Virginia Lee-Davis Tycksen | Portland, Or | Jul 10, 2024 | Jun 13, 2024 |
The rule
- Registrations ended
- Jul 10, 2024
- Registered next
- May 19, 2023 to Jun 13, 2024
- Branch state
- OR
- Cities
- 2, most in Medford, Or
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape