DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| William Louis Peterson | Ontario, Or | Oct 1, 2024 | Feb 6, 2025 |
| Jason Arthur Shannon | Eugene, Or | Oct 10, 2024 | Oct 8, 2024 |
| Daniel James Claric | Eugene, Or | Oct 11, 2024 | Oct 9, 2024 |
The rule
- Registrations ended
- Oct 1, 2024 to Oct 11, 2024
- Registered next
- Oct 8, 2024 to Feb 6, 2025
- Branch state
- OR
- Cities
- 2, most in Eugene, Or
- Registered there that day
- 6,433 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape