DFX Intelligence
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Team lift-out
2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marshall J Thomas | Seattle, Wa | May 11, 2023 | Mar 21, 2024 |
| Travis Lauren Venable | Kirkland, Wa | May 11, 2023 | Mar 21, 2024 |
The rule
- Registrations ended
- May 11, 2023
- Registered next
- Mar 21, 2024
- Branch state
- WA
- Cities
- 2, most in Seattle, Wa
- Registered there that day
- 105 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape