DFX Intelligence
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Team lift-out
2 advisors left P•• A••••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Thomson Klevens | Kirkland, Wa | Sep 3, 2023 | Oct 17, 2023 |
| Taylor Thomson Klevens | Kirkland, Wa | Sep 3, 2023 | Sep 1, 2023 |
The rule
- Registrations ended
- Sep 3, 2023
- Registered next
- Sep 1, 2023 to Oct 17, 2023
- Branch state
- WA
- Cities
- 2, most in Kirkland, Wa
- Registered there that day
- 87 (people still on IAPD; an estimate)
- Share of that headcount
- 2.3%
- Succession by the destination
- none on the tape