DFX Intelligence
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Team lift-out
2 advisors left E••• F•••••••• for X••• F•••••••• P•••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 22, 2025
- Registered next
- Nov 7, 2024
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape