DFX Intelligence
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Team lift-out
2 advisors left N•••••••• A•••• M••••••••• for T•• W••••••••• F••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 30, 2021
- Registered next
- Mar 4, 2021
- Branch state
- WA
- Cities
- 1, most in Mercer Island, Wa
- Registered there that day
- 43 (people still on IAPD; an estimate)
- Share of that headcount
- 4.7%
- Succession by the destination
- none on the tape