DFX Intelligence
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Team lift-out
2 advisors left H•••••• A•••••••• L•• for B••••••••• S•••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Allen Smith | Hood River, Or | May 31, 2023 | May 31, 2023 |
| Karen Hausman Smith | Hood River, Or | May 31, 2023 | May 31, 2023 |
The rule
- Registrations ended
- May 31, 2023
- Registered next
- May 31, 2023
- Branch state
- OR
- Cities
- 1, most in Hood River, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape