DFX Intelligence
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Team lift-out
2 advisors left G••••••• A•••••••• L•• for A• F•••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 15, 2025
- Registered next
- Mar 25, 2025
- Branch state
- WA
- Cities
- 1, most in Bothell, Wa
- Registered there that day
- 161 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape