DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Forrest St John KimSeattle, WaJun 2, 2022May 20, 2022
Karen Yvonne HendersonSeattle, WaJun 2, 2022May 20, 2022
Nicholas John PagetSeattle, WaJun 2, 2022May 20, 2022
Victoria Lynn FanningSeattle, WaJun 2, 2022May 20, 2022
The rule
Registrations ended
Jun 2, 2022
Registered next
May 20, 2022
Branch state
WA
Cities
1, most in Seattle, Wa
Registered there that day
18,253 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into R••••••••• C•••••• M•••••••••