DFX Intelligence
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Team lift-out
3 advisors left T••••••• I••••••••• M••••••••• I••• for T••••••• A•••••• N••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emily Rebekah Maldonado | Bellevue, Wa | Feb 26, 2020 | Feb 24, 2020 |
| Michelle Anne Clary | Walla Walla, Wa | Feb 26, 2020 | Feb 24, 2020 |
| Nicholas Andrew Mercer | Walla Walla, Wa | Feb 26, 2020 | Feb 24, 2020 |
The rule
- Registrations ended
- Feb 26, 2020
- Registered next
- Feb 24, 2020
- Branch state
- WA
- Cities
- 2, most in Walla Walla, Wa
- Registered there that day
- 1,798 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape