DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Ann Robinson | Bellingham, Wa | Sep 24, 2025 | Sep 19, 2025 |
| Michael Roy Perry | Bellingham, Wa | Sep 25, 2025 | Sep 19, 2025 |
The rule
- Registrations ended
- Sep 24, 2025 to Sep 25, 2025
- Registered next
- Sep 19, 2025
- Branch state
- WA
- Cities
- 1, most in Bellingham, Wa
- Registered there that day
- 13,864 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape