DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left M••••• for P•••••• A•••••• G••••• L••
state registeredtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aimee Margaret Lloyd | Kirkland, Wa | Oct 13, 2022 | Dec 19, 2013 |
| Robert James Reamer | Kirkland, Wa | Oct 13, 2022 | Dec 18, 2013 |
The rule
- Registrations ended
- Oct 13, 2022
- Registered next
- Dec 18, 2013 to Dec 19, 2013
- Branch state
- WA
- Cities
- 1, most in Kirkland, Wa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape