DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joel Kees Bakker | Vancouver, Wa | May 7, 2026 | May 6, 2026 |
| Greg J Leonard | Issaquah, Wa | May 14, 2026 | Jul 27, 2026 |
The rule
- Registrations ended
- May 7, 2026 to May 14, 2026
- Registered next
- May 6, 2026 to Jul 27, 2026
- Branch state
- WA
- Cities
- 2, most in Vancouver, Wa
- Registered there that day
- 6,522 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape