DFX Intelligence
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Team lift-out
2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for C••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Drew Schaefer | Olympia, Wa | Oct 1, 2018 | Feb 20, 2020 |
| Kirk Norman Matteson | Olympia, Wa | Oct 1, 2018 | Oct 1, 2018 |
The rule
- Registrations ended
- Oct 1, 2018
- Registered next
- Oct 1, 2018 to Feb 20, 2020
- Branch state
- WA
- Cities
- 1, most in Olympia, Wa
- Registered there that day
- 117 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape