DFX Intelligence
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Team lift-out
2 advisors left S•••••••• W••••• P•••••••• L••• for S••••• C••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 21, 2025
- Registered next
- Jul 25, 2025 to Jul 31, 2025
- Branch state
- OR
- Cities
- 1, most in Lake Oswego, Or
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape