DFX Intelligence
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Team lift-out
6 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 |
|---|---|---|---|
| Andrew Thomas Brewer | Edmonds, Wa | Apr 28, 2025 | Mar 25, 2025 |
| Crystal Beineke | Olympia, Wa | Apr 28, 2025 | Mar 25, 2025 |
| Jacob David Sandberg | Olympia, Wa | Apr 28, 2025 | Mar 25, 2025 |
| James Robert Clarke | Leavenworth, Wa | Apr 28, 2025 | Mar 25, 2025 |
| Lance Alan Sevier | Olympia, Wa | Apr 28, 2025 | Mar 25, 2025 |
| Susan Mary Beardsley | Olympia, Wa | Apr 28, 2025 | Mar 27, 2025 |
The rule
- Registrations ended
- Apr 28, 2025
- Registered next
- Mar 25, 2025 to Mar 27, 2025
- Branch state
- WA
- Cities
- 2, most in Olympia, Wa
- Registered there that day
- 74 (people still on IAPD; an estimate)
- Share of that headcount
- 8.1%
- Succession by the destination
- none on the tape