DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rebecca Marie Vanhorn | Olympia, Wa | Nov 7, 2023 | Nov 7, 2023 |
| Matthew Thomas Lazaras | Olympia, Wa | Nov 17, 2023 | Nov 15, 2023 |
The rule
- Registrations ended
- Nov 7, 2023 to Nov 17, 2023
- Registered next
- Nov 7, 2023 to Nov 15, 2023
- Branch state
- WA
- Cities
- 1, most in Olympia, Wa
- Registered there that day
- 91 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape