DFX Intelligence
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Team lift-out
2 advisors left A• W••••• M••••••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dustin Guy Martin | Clackamas, Or | Aug 10, 2020 | Aug 3, 2020 |
| Jason Townsend Lambert | Clackamas, Or | Aug 10, 2020 | Aug 3, 2020 |
The rule
- Registrations ended
- Aug 10, 2020
- Registered next
- Aug 3, 2020
- Branch state
- OR
- Cities
- 2, most in Clakamas, Or
- Registered there that day
- 353 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape