DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for P•••••••• C•••••• P••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew George Rounsavelle Carter | Portland, Or | Jun 4, 2024 | May 24, 2024 |
| Nicholas Jacob Hubert | Portland, Or | Jun 4, 2024 | May 24, 2024 |
The rule
- Registrations ended
- Jun 4, 2024
- Registered next
- May 24, 2024
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 20,460 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (May 28, 2024), not necessarily this firm