DFX Intelligence
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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 |
|---|---|---|---|
| Alex Doran Lewellyn | Medford, Or | Jan 7, 2025 | Jan 3, 2025 |
| Bart Anthony Lewellyn | Medford, Or | Jan 7, 2025 | Jan 3, 2025 |
The rule
- Registrations ended
- Jan 7, 2025
- Registered next
- Jan 3, 2025
- Branch state
- OR
- Cities
- 1, most in Medford, Or
- Registered there that day
- 6,798 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape