DFX Intelligence
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Team lift-out
2 advisors left E•••••••• W••••• M••••••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 28, 2024
- Registered next
- Feb 2, 2024 to Feb 6, 2024
- Branch state
- WA
- Cities
- 1, most in Seattle, Wa
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 4.5%
- Succession by the destination
- none on the tape