DFX Intelligence
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Team lift-out
2 advisors left A•••• P•••• A••••••• for A••••••• F••••••••• L•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wendi Elizabeth Ouellette | Portland, Or | Nov 5, 2024 | Jun 9, 2025 |
| Kelly Jandreau | Portland, Or | Nov 7, 2024 | Nov 6, 2024 |
The rule
- Registrations ended
- Nov 5, 2024 to Nov 7, 2024
- Registered next
- Nov 6, 2024 to Jun 9, 2025
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 176 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape