DFX Intelligence
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Team lift-out
2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for F••••••••• F•••••••• P•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marshall Kevin Williams | Coeur Dalene, Id | Jul 1, 2024 | Apr 3, 2024 |
| Ryan Heacock | Coeur Dalene, Id | Jul 1, 2024 | Apr 3, 2024 |
The rule
- Registrations ended
- Jul 1, 2024
- Registered next
- Apr 3, 2024
- Branch state
- ID
- Cities
- 1, most in Coeur Dalene, Id
- Registered there that day
- 88 (people still on IAPD; an estimate)
- Share of that headcount
- 2.3%
- Succession by the destination
- none on the tape