DFX Intelligence
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Team lift-out
4 advisors left D••• D••••••• • C•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anelia Gueorguieva Kaloferova | Lake Oswego, Or | May 27, 2022 | May 26, 2022 |
| Kimberly Diane Gilkey | Lake Oswego, Or | May 27, 2022 | May 26, 2022 |
| Matthew William Anderson | Portland, Or | May 27, 2022 | May 26, 2022 |
| Scott Greg Anderson | Salem, Or | May 27, 2022 | May 26, 2022 |
The rule
- Registrations ended
- May 27, 2022
- Registered next
- May 26, 2022
- Branch state
- OR
- Cities
- 3, most in Lake Oswego, Or
- Registered there that day
- 525 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape