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
2 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Lee Wheeler | Clackamas, Or | Oct 19, 2023 | Oct 17, 2023 |
| Allen Lee Wilferd Herman | Clackamas, Or | Oct 20, 2023 | Oct 17, 2023 |
The rule
- Registrations ended
- Oct 19, 2023 to Oct 20, 2023
- Registered next
- Oct 17, 2023
- Branch state
- OR
- Cities
- 1, most in Clackamas, Or
- Registered there that day
- 2,860 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape