DFX Intelligence
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Team lift-out
2 advisors left M•••••• A•••••• N•••••• for M•••• F•••••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cassandra Anne Frederiksen | Spokane, Wa | Mar 8, 2024 | Mar 8, 2024 |
| Michael Philip Smalley | Spokane, Wa | Mar 8, 2024 | Mar 8, 2024 |
The rule
- Registrations ended
- Mar 8, 2024
- Registered next
- Mar 8, 2024
- Branch state
- WA
- Cities
- 1, most in Spokane, Wa
- Registered there that day
- 160 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape