DFX Intelligence
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Team lift-out
2 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 |
|---|
The rule
- Registrations ended
- Feb 11, 2025
- Registered next
- Feb 3, 2025
- Branch state
- WA
- Cities
- 2, most in Sammamish, Wa
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape