DFX Intelligence
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Team lift-out
3 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for C•••••• F••••• O•••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erica Gail Nortman | Beaverton, Or | Apr 1, 2021 | Feb 1, 2021 |
| Mark David Nortman | Beaverton, Or | Apr 1, 2021 | Feb 1, 2021 |
| Matthew James Wiens | Beaverton, Or | Apr 1, 2021 | Feb 1, 2021 |
The rule
- Registrations ended
- Apr 1, 2021
- Registered next
- Feb 1, 2021
- Branch state
- OR
- Cities
- 1, most in Beaverton, Or
- Registered there that day
- 120 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape