DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left R•• C•••••• M••••••• L•• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carrie Elizabeth Swanson | Seattle, Wa | May 1, 2019 | Apr 18, 2019 |
| Jason Potter Formo | Seattle, Wa | May 1, 2019 | Apr 18, 2019 |
| Juls Christine Carter | Seattle, Wa | May 1, 2019 | Apr 18, 2019 |
The rule
- Registrations ended
- May 1, 2019
- Registered next
- Apr 18, 2019
- Branch state
- WA
- Cities
- 1, most in Seattle, Wa
- Registered there that day
- 2,315 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape