DFX Intelligence
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Team lift-out
2 advisors left D••••• W••••• A•••••••• L•• for B••••••••• S•••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aimee Jeannine Hansen | Bellevue, Wa | Oct 24, 2022 | Oct 24, 2022 |
| Thomas Terry Martin | Bellevue, Wa | Oct 24, 2022 | Oct 24, 2022 |
The rule
- Registrations ended
- Oct 24, 2022
- Registered next
- Oct 24, 2022
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape