DFX Intelligence
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Team lift-out
3 advisors left R•• C•••••• M••••••• L•• for R•••••••• S•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian William Post | Eagle, Id | Jun 12, 2019 | May 31, 2019 |
| Erik Richards Boe | Boise, Id | Jun 12, 2019 | May 31, 2019 |
| Julie Niles Steinman | Ketchum, Id | Jun 12, 2019 | May 31, 2019 |
The rule
- Registrations ended
- Jun 12, 2019
- Registered next
- May 31, 2019
- Branch state
- ID
- Cities
- 3, most in Ketchum, Id
- Registered there that day
- 2,344 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape