DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for D••• D••••••• • C••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Don Kenyon Wells | Bend, Or | Oct 2, 2018 | Sep 28, 2018 |
| Kyle Kenyon Wells | Bend, Or | Oct 4, 2018 | Sep 28, 2018 |
The rule
- Registrations ended
- Oct 2, 2018 to Oct 4, 2018
- Registered next
- Sep 28, 2018
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 14,326 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape