DFX Intelligence
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Team lift-out
2 advisors left M••••••• for M• G•• W•••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew J Bloom | Spokane, Wa | Oct 2, 2023 | Sep 7, 2023 |
| David Kohl Martin | Seattle, Wa | Oct 2, 2023 | Sep 7, 2023 |
The rule
- Registrations ended
- Oct 2, 2023
- Registered next
- Sep 7, 2023
- Branch state
- WA
- Cities
- 2, most in Seattle, Wa
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape