DFX Intelligence
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Team lift-out
5 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shawn Barrett Peroff | Spokane, Wa | Jun 27, 2019 | Jun 28, 2019 |
| Chad Alexander Roland | Spokane Valley, Wa | Jul 2, 2019 | Jun 28, 2019 |
| Joel Courtney White | Spokane Valley, Wa | Jul 2, 2019 | Jun 28, 2019 |
| Matthew Morrison Borders | Spokane Valley, Wa | Jul 2, 2019 | Jun 28, 2019 |
| Robert Blair Roland | Spokane Valley, Wa | Jul 2, 2019 | Jun 28, 2019 |
The rule
- Registrations ended
- Jun 27, 2019 to Jul 2, 2019
- Registered next
- Jun 28, 2019
- Branch state
- WA
- Cities
- 2, most in Spokane Valley, Wa
- Registered there that day
- 4,114 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape