DFX Intelligence
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Team lift-out
2 advisors left M• L••••• A•••••••• L•• for T••• W••••• G••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ian Patrick Laimbeer | Bend, Or | Oct 1, 2024 | Aug 19, 2024 |
| Mathew W Hunnicutt | Bend, Or | Oct 1, 2024 | Aug 19, 2024 |
The rule
- Registrations ended
- Oct 1, 2024
- Registered next
- Aug 19, 2024
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape