DFX Intelligence
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Team lift-out
2 advisors left D••• D••••••• • C•• for R•••••• J•••• • A••••••••• I•••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heidi Hughes Buck | Bellevue, Wa | Apr 10, 2026 | Apr 9, 2026 |
| Thomas Walling Conway | Clyde Hill, Wa | Apr 10, 2026 | Apr 9, 2026 |
The rule
- Registrations ended
- Apr 10, 2026
- Registered next
- Apr 9, 2026
- Branch state
- WA
- Cities
- 2, most in Clyde Hill, Wa
- Registered there that day
- 681 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape