DFX Intelligence
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Team lift-out
2 advisors left E•••••••• W••••• M••••••••• S•••••••• I••• for C•••• C•••• F•••••••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Sumner Deely | Mill Creek, Wa | May 22, 2018 | Sep 21, 2017 |
| Joseph John Gates | Mill Creek, Wa | May 22, 2018 | Sep 22, 2017 |
The rule
- Registrations ended
- May 22, 2018
- Registered next
- Sep 21, 2017 to Sep 22, 2017
- Branch state
- WA
- Cities
- 1, most in Mill C••••, Wa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape