DFX Intelligence
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Team lift-out
4 advisors left P•••••• A•••••• G••••• L•• for W••••••• W•••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aimee Margaret Lloyd | Bellevue, Wa | Dec 2, 2022 | Nov 15, 2022 |
| Amber Michele Moser | Bellevue, Wa | Dec 2, 2022 | Nov 15, 2022 |
| David Michael Moretsky | Bellevue, Wa | Dec 2, 2022 | Nov 15, 2022 |
| Robert James Reamer | Bellingham, Wa | Dec 2, 2022 | Nov 15, 2022 |
The rule
- Registrations ended
- Dec 2, 2022
- Registered next
- Nov 15, 2022
- Branch state
- WA
- Cities
- 2, most in Bellevue, Wa
- Registered there that day
- 620 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape