DFX Intelligence
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Team lift-out
2 advisors left J••••• C•••••• A••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Lee Bentley | Redmond, Wa | Jun 6, 2024 | Jun 12, 2024 |
| David Aaron Monsees | Redmond, Wa | Jun 6, 2024 | Jun 14, 2024 |
The rule
- Registrations ended
- Jun 6, 2024
- Registered next
- Jun 12, 2024 to Jun 14, 2024
- Branch state
- WA
- Cities
- 1, most in Redmond, Wa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape