DFX Intelligence
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Team lift-out
2 advisors left T•• C•••••• W••••• A•••••••• L•• for V•••••••• I••••••••• A•••••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Jo Van Lierop | Spokane, Wa | Jun 30, 2021 | Jul 1, 2021 |
| Michael James Vickerman | Spokane, Wa | Jun 30, 2021 | Jul 1, 2021 |
The rule
- Registrations ended
- Jun 30, 2021
- Registered next
- Jul 1, 2021
- Branch state
- WA
- Cities
- 1, most in Spokane, Wa
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape