DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Samuel Sarkissian | Sandy, Or | Mar 2, 2023 | Feb 16, 2023 |
| Jared Allen Tjaden | Sandy, Or | Mar 2, 2023 | Jan 1, 2025 |
The rule
- Registrations ended
- Mar 2, 2023
- Registered next
- Feb 16, 2023 to Jan 1, 2025
- Branch state
- OR
- Cities
- 1, most in Sandy, Or
- Registered there that day
- 18,980 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape