DFX Intelligence
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Team lift-out
2 advisors left C•• S••••••••• L•• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annemarie Rose Book | Portland, Or | Oct 20, 2021 | Aug 10, 2023 |
| Justin Dean Berry | Portland, Or | Oct 21, 2021 | Aug 10, 2023 |
The rule
- Registrations ended
- Oct 20, 2021 to Oct 21, 2021
- Registered next
- Aug 10, 2023
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 131 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape