DFX Intelligence
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Team lift-out
2 advisors left T••• P•••••• W••••• A•••••••• L•• for D•••••• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher A Hatfield | Portland, Or | Apr 1, 2020 | Feb 12, 2020 |
| Joseph Edward Opsahl | Portland, Or | Apr 1, 2020 | Nov 2, 2020 |
The rule
- Registrations ended
- Apr 1, 2020
- Registered next
- Feb 12, 2020 to Nov 2, 2020
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape