DFX Intelligence
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Firm absorbed
11 advisors left T•••••• F•••••••• for C•••••••
mixed wealthtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashley Kathleen Frost Corley | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Clayton Hunter | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Geoffrey Peter Schock | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Kyle Edward Hauge | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Matthew Michael Myers | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Melissa Ann Karpen | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Michael Thomas Coyne | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Ryan Eric Colkitt | Bellevue, Wa | Mar 28, 2024 | Dec 12, 2023 |
| Sabrina Kathleen Mcgurr | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Shannon Elizabeth Reid | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
| Vinh Hoang Nguyen | Bellevue, Wa | Mar 28, 2024 | Dec 7, 2023 |
The rule
- Registrations ended
- Mar 28, 2024
- Registered next
- Dec 7, 2023 to Dec 12, 2023
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape