DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kimberly Boyd TuckerIssaquah, WaMay 12, 2023May 4, 2023
Maegan Sae Rom DornanIssaquah, WaMay 12, 2023May 4, 2023
Tari Renee ShefferIssaquah, WaMay 12, 2023May 4, 2023
Yvonne Denise HallIssaquah, WaMay 12, 2023May 4, 2023
The rule
Registrations ended
May 12, 2023
Registered next
May 4, 2023
Branch state
WA
Cities
1, most in Issaquah, Wa
Registered there that day
13,776 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••