DFX Intelligence
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Team lift-out
2 advisors left L••• S••••• A•••••••• L•• for C••••••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Lieb | Bellevue, Wa | Apr 23, 2025 | May 11, 2026 |
| Sean Alexander Kram | Bellevue, Wa | Apr 23, 2025 | May 11, 2026 |
The rule
- Registrations ended
- Apr 23, 2025
- Registered next
- May 11, 2026
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 134 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape