DFX Intelligence
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Team lift-out
3 advisors left D••• D••••••• • C•• for W•••• F•••• A•••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Curneen | Seattle, Wa | Jun 25, 2020 | Jun 24, 2020 |
| Brock Loen | Seattle, Wa | Jun 25, 2020 | Jun 24, 2020 |
| Karen Louise Bayuga | Seattle, Wa | Jun 25, 2020 | Jun 24, 2020 |
The rule
- Registrations ended
- Jun 25, 2020
- Registered next
- Jun 24, 2020
- Branch state
- WA
- Cities
- 1, most in Seattle, Wa
- Registered there that day
- 470 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape