DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron J Pepin | Tulsa, Ok | May 16, 2024 | Jan 1, 2025 |
| Jason Michael Van Valkenburg | Tulsa, Ok | May 16, 2024 | May 14, 2024 |
The rule
- Registrations ended
- May 16, 2024
- Registered next
- May 14, 2024 to Jan 1, 2025
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 4,639 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape