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
2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for S•••••• W••••• P•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Edward Maki | Olympia, Wa | Apr 30, 2025 | Apr 2, 2025 |
| Tyler Edward Mackeson | Olympia, Wa | Apr 30, 2025 | Apr 2, 2025 |
The rule
- Registrations ended
- Apr 30, 2025
- Registered next
- Apr 2, 2025
- Branch state
- WA
- Cities
- 1, most in Olympia, Wa
- Registered there that day
- 68 (people still on IAPD; an estimate)
- Share of that headcount
- 2.9%
- Succession by the destination
- none on the tape