DFX Intelligence
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Team lift-out
2 advisors left S•••••• P••••••• I••••••••• S••••••••• L•• for S•••••• N••••••• • C••••••• I•••••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda L Dodson | Medford, Or | Jun 20, 2019 | Jun 12, 2019 |
| Jason Bruce Yaeger | Medford, Or | Jun 20, 2019 | Jun 10, 2019 |
The rule
- Registrations ended
- Jun 20, 2019
- Registered next
- Jun 10, 2019 to Jun 12, 2019
- Branch state
- OR
- Cities
- 1, most in Medford, Or
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 7.7%
- Succession by the destination
- none on the tape