DFX Intelligence
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Team lift-out
3 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for T••••••••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Alexander Trank | Portland, Or | Mar 9, 2023 | Apr 23, 2023 |
| Christian Samuel D'Urso | Portland, Or | Mar 9, 2023 | Nov 29, 2023 |
| James Paul Spangler | Portland, Or | Mar 9, 2023 | Nov 30, 2023 |
The rule
- Registrations ended
- Mar 9, 2023
- Registered next
- Apr 23, 2023 to Nov 30, 2023
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 113 (people still on IAPD; an estimate)
- Share of that headcount
- 2.7%
- Succession by the destination
- none on the tape