DFX Intelligence
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Team lift-out
3 advisors left T••••••• A•••••• N••••••• L•• for A••••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Brandenburg | Mill Creek, Wa | Jul 7, 2025 | Jun 4, 2025 |
| Peter Michael Lee | Mill Creek, Wa | Jul 7, 2025 | Jun 2, 2025 |
The rule
- Registrations ended
- Jul 7, 2025
- Registered next
- Jun 2, 2025 to Jun 5, 2025
- Branch state
- WA
- Cities
- 1, most in Mill Creek, Wa
- Registered there that day
- 137 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape