DFX Intelligence
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Team lift-out
2 advisors left L••••• W••••• M••••••••• L•• for L•••••• I•••••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 17, 2019
- Registered next
- Jul 19, 2019 to Sep 4, 2019
- Branch state
- ID
- Cities
- 2, most in Boise, Id
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape