DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left A•••• P•••• A••••••• for A••••• C•••••• A••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Michelle Darlene GeorgeKirkland, WaJul 1, 2021Jul 1, 2021
Angela Marie JolleyMukilteo, WaJul 6, 2021Jul 1, 2021
Shaun Jeffery DeanKirkland, WaJul 6, 2021Jul 1, 2021
Timothy Lee BoveyKirkland, WaJul 6, 2021Jul 1, 2021
The rule
Registrations ended
Jul 1, 2021 to Jul 6, 2021
Registered next
Jul 1, 2021
Branch state
WA
Cities
2, most in Kirkland, Wa
Registered there that day
220 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape
Other teams out of A•••• P•••• A•••••••Other teams into A••••• C•••••• A••••••• L••