DFX Intelligence
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Team lift-out
2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for F••• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casi Jean Fors | Port Angeles, Wa | Jun 11, 2025 | Apr 22, 2025 |
| Joseph Carl Fors | Olympia, Wa | Jun 11, 2025 | Apr 22, 2025 |
The rule
- Registrations ended
- Jun 11, 2025
- Registered next
- Apr 22, 2025
- Branch state
- WA
- Cities
- 2, most in Port Angeles, Wa
- Registered there that day
- 67 (people still on IAPD; an estimate)
- Share of that headcount
- 3.0%
- Succession by the destination
- none on the tape