DFX Intelligence
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Team lift-out
2 advisors left R•• C•••••• M••••••• L•• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marcia Ann Smith | Portland, Or | Feb 27, 2018 | Feb 16, 2018 |
| William Todd Frey | Lake Oswego, Or | Feb 27, 2018 | Feb 16, 2018 |
The rule
- Registrations ended
- Feb 27, 2018
- Registered next
- Feb 16, 2018
- Branch state
- OR
- Cities
- 2, most in Portland, Or
- Registered there that day
- 2,078 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape