DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C••••••• A••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Scott Evans | Sherwood, Or | Jan 7, 2022 | Mar 21, 2024 |
| Steven Raymond Dutton | Tillamook, Or | Jan 7, 2022 | Mar 21, 2024 |
The rule
- Registrations ended
- Jan 7, 2022
- Registered next
- Mar 21, 2024
- Branch state
- OR
- Cities
- 2, most in Tillamook, Or
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape