DFX Intelligence
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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 |
|---|---|---|---|
| Jason Berglund | Olympia, Wa | Nov 21, 2024 | Nov 19, 2024 |
| Travis Michael Berglund | Sequim, Wa | Nov 21, 2024 | Nov 19, 2024 |
The rule
- Registrations ended
- Nov 21, 2024
- Registered next
- Nov 19, 2024
- Branch state
- WA
- Cities
- 2, most in Sequim, Wa
- Registered there that day
- 81 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape