DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Joshua Ryan LarsonOlympia, WaSep 25, 2023Sep 29, 2023
Kerry Lynn PrichardOlympia, WaOct 6, 2023Sep 22, 2023
Melissa Elise ButtafocoOlympia, WaOct 6, 2023Sep 22, 2023
Rease MorinOlympia, WaOct 6, 2023Sep 22, 2023
Ryan Michael SundbergOlympia, WaOct 6, 2023Sep 22, 2023
Summer SawdeyOlympia, WaOct 6, 2023Sep 23, 2023
Taryn WeiksOlympia, WaOct 6, 2023Sep 22, 2023
Terry Robert ClemanOlympia, WaOct 6, 2023Sep 22, 2023
The rule
Registrations ended
Sep 25, 2023 to Oct 6, 2023
Registered next
Sep 22, 2023 to Sep 29, 2023
Branch state
WA
Cities
2, most in Olympia, Wa
Registered there that day
103 (people still on IAPD; an estimate)
Share of that headcount
7.8%
Succession by the destination
none on the tape
Other teams out of F•••••••• A•••••••• I••••••••• M•••••••••Other teams into L•• F•••••••• L••