DFX Intelligence
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Team lift-out
3 advisors left C••••••• W••••• A•••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Skogstad | Salem, Or | Feb 11, 2025 | Feb 3, 2025 |
| Brian Morris Felshaw | Salem, Or | Feb 11, 2025 | Feb 3, 2025 |
| Kosuke Takahashi | Salem, Or | Feb 11, 2025 | Feb 3, 2025 |
| Steven Gary Hoglund | Salem, Or | Feb 11, 2025 | Feb 12, 2025 |
The rule
- Registrations ended
- Feb 11, 2025
- Registered next
- Feb 3, 2025 to Feb 12, 2025
- Branch state
- OR
- Cities
- 1, most in Salem, Or
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape