DFX Intelligence
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Team lift-out
2 advisors left L••••• W••••• M••••••••• L•• for D•••• W•••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Jean Cassatt-Olsen | Meridian, Id | Dec 11, 2020 | Oct 20, 2020 |
| Travis L Higgins | Meridian, Id | Dec 11, 2020 | Oct 21, 2020 |
The rule
- Registrations ended
- Dec 11, 2020
- Registered next
- Oct 20, 2020 to Oct 21, 2020
- Branch state
- ID
- Cities
- 1, most in Meridian, Id
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape