DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
5 advisors left S•• I••••••••• I••• for S••••••••• A•••••• A•••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Preston Fenton | Tigard, Or | Oct 18, 2017 | Oct 17, 2017 |
| Michael Stephen Myers | Portland, Or | Oct 20, 2017 | Oct 20, 2017 |
| Michael W Patterson | Portland, Or | Oct 20, 2017 | Oct 23, 2017 |
| Tom Vincent Brattain | West Linn, Or | Oct 20, 2017 | Oct 23, 2017 |
| Scott Wayne Hamersly | West Linn, Or | Oct 30, 2017 | Oct 30, 2017 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Oct 18, 2017 to Oct 30, 2017
- Registered next
- Oct 17, 2017 to Oct 30, 2017
- Branch state
- OR
- Cities
- 3, most in West Linn, Or
- Registered there that day
- 396 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape