DFX Intelligence
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Team lift-out
3 advisors left M• L••••• A•••••••• L•• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Louis Bush | Bend, Or | Feb 20, 2020 | Feb 19, 2026 |
| Eric Jon Munkeby | Bend, Or | Feb 20, 2020 | Feb 19, 2026 |
| Kenneth John Kramer | Bend, Or | Feb 20, 2020 | Feb 19, 2026 |
The rule
- Registrations ended
- Feb 20, 2020
- Registered next
- Feb 19, 2026
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape