DFX Intelligence
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Team lift-out
2 advisors left H•••• I•••••••• for R•••• F•••••••• G••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stephanie Danielle Thompson-Buttice | Lake Oswego, Or | Mar 27, 2020 | Nov 16, 2020 |
| Steven D Harpham | Lake Oswego, Or | Mar 27, 2020 | Mar 11, 2020 |
The rule
- Registrations ended
- Mar 27, 2020
- Registered next
- Mar 11, 2020 to Nov 16, 2020
- Branch state
- OR
- Cities
- 1, most in Lake Oswego, Or
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape