DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emily Ann Reeves | Walla Walla, Wa | Oct 31, 2024 | Nov 4, 2024 |
| Kimberly Marie Mcdaniels | Walla Walla, Wa | Oct 31, 2024 | Nov 4, 2024 |
| Jacob Crawford | Walla Walla, Wa | Nov 1, 2024 | Nov 5, 2024 |
The rule
- Registrations ended
- Oct 31, 2024 to Nov 1, 2024
- Registered next
- Nov 4, 2024 to Nov 5, 2024
- Branch state
- WA
- Cities
- 1, most in Walla Walla, Wa
- Registered there that day
- 5,621 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape