DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Harvey Lockwood | Portland, Or | Apr 2, 2021 | Apr 2, 2021 |
| Deanna R Like | Portland, Or | Apr 9, 2021 | Mar 31, 2021 |
The rule
- Registrations ended
- Apr 2, 2021 to Apr 9, 2021
- Registered next
- Mar 31, 2021 to Apr 2, 2021
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 14,294 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape