DFX Intelligence
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Team lift-out
2 advisors left T•••• I••••••••• M••••••••• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Randall Waner Kim | Issaquah, Wa | Nov 15, 2022 | Oct 3, 2022 |
| Tait Christopher Lane | Issaquah, Wa | Nov 15, 2022 | Oct 3, 2022 |
The rule
- Registrations ended
- Nov 15, 2022
- Registered next
- Oct 3, 2022
- Branch state
- WA
- Cities
- 1, most in Issaquah, Wa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape