DFX Intelligence
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Team lift-out
3 advisors left E••••• J•••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Allen Mortenson | Seattle, Wa | Apr 22, 2022 | Apr 21, 2022 |
| Krystal Ashley Schultz | Snohomish, Wa | May 6, 2022 | May 5, 2022 |
| Robert Vincent Schultz | Everett, Wa | May 6, 2022 | May 5, 2022 |
The rule
- Registrations ended
- Apr 22, 2022 to May 6, 2022
- Registered next
- Apr 21, 2022 to May 5, 2022
- Branch state
- WA
- Cities
- 3, most in Seattle, Wa
- Registered there that day
- 18,349 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape