DFX Intelligence
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Team lift-out
2 advisors left N•••••••• W••••• M••••••••• L•• for P•••••••• A•••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Edward Stuermer | Bend, Or | Sep 27, 2023 | Jul 10, 2023 |
| John Bradford Kingery | Bend, Or | Sep 27, 2023 | Jul 10, 2023 |
The rule
- Registrations ended
- Sep 27, 2023
- Registered next
- Jul 10, 2023
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape