DFX Intelligence
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Team lift-out
2 advisors left S••••• W••••• S••••••••• L•• for I••••••• F••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Kirby Stallcop | Bend, Or | Aug 6, 2024 | Aug 1, 2024 |
| Erin Lea Weber | Bend, Or | Aug 6, 2024 | Aug 1, 2024 |
The rule
- Registrations ended
- Aug 6, 2024
- Registered next
- Aug 1, 2024
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape