DFX Intelligence
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Team lift-out
2 advisors left A• W••••• M••••••••• L•• for B••••••• R••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abraham Samaniego Perez | Bothell, Wa | Oct 4, 2022 | Jun 27, 2022 |
| Julia Kathryn Steppan | Bellvue, Wa | Oct 4, 2022 | Jun 27, 2022 |
The rule
- Registrations ended
- Oct 4, 2022
- Registered next
- Jun 27, 2022
- Branch state
- WA
- Cities
- 1, most in Bothell, Wa
- Registered there that day
- 402 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape