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
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Israel Thomas Jacob | Lynden, Wa | Oct 1, 2025 | Sep 30, 2025 |
| Lucas David Repp Jacob | Lynden, Wa | Oct 1, 2025 | Sep 30, 2025 |
| Matthew Franken Kok | Lynden, Wa | Oct 1, 2025 | Sep 30, 2025 |
The rule
- Registrations ended
- Oct 1, 2025
- Registered next
- Sep 30, 2025
- Branch state
- WA
- Cities
- 1, most in Lynden, Wa
- Registered there that day
- 6,073 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape