DFX Intelligence
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Team lift-out
3 advisors left T••• P•••••• W••••• A•••••••• L•• for I•••••••• W••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jesse Carl Coffee | Salem, Or | Jul 10, 2024 | Jun 17, 2024 |
| Scott Everett Sanders | Salem, Or | Jul 10, 2024 | Jan 17, 2025 |
| Teresa Lynn Hughes | Eugene, Or | Jul 10, 2024 | Jan 1, 2025 |
The rule
- Registrations ended
- Jul 10, 2024
- Registered next
- Jun 17, 2024 to Jan 17, 2025
- Branch state
- OR
- Cities
- 1, most in Salem, Or
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape