DFX Intelligence
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Team lift-out
2 advisors left T•• I••••••••• A•••• M••••••••• 2• L•• for E••••••• W••••• M••••••••• L••
mixed wealthtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brittany A Buffington | Portland, Or | May 1, 2023 | May 1, 2023 |
| Daniel F Antocicco | Portland, Or | May 1, 2023 | May 25, 2023 |
The rule
- Registrations ended
- May 1, 2023
- Registered next
- May 1, 2023 to May 2, 2023
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape