DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Joseph Brandenburg | Mill Creek, Wa | Jun 3, 2020 | May 21, 2020 |
| Peter Michael Lee | Mill Creek, Wa | Jun 3, 2020 | May 15, 2020 |
The rule
- Registrations ended
- Jun 3, 2020
- Registered next
- May 15, 2020 to May 21, 2020
- Branch state
- WA
- Cities
- 1, most in Mill Creek, Wa
- Registered there that day
- 1,827 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape