DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left U••• B•••••• I••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
othertoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher David Meyer | Portland, Or | Feb 26, 2018 | Mar 6, 2018 |
| Matthew Adam Marr | Portland, Or | Feb 26, 2018 | Mar 6, 2018 |
The rule
- Registrations ended
- Feb 26, 2018
- Registered next
- Mar 6, 2018
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 573 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape