DFX Intelligence
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Team lift-out
2 advisors left A••••••• A••••••• S•••••••• L•• for I••••••••• F•••••••• G••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jake Christopher O'Banion | Everett, Wa | Feb 20, 2026 | Feb 20, 2026 |
| Sara Elizabeth Rasmussen | Everett, Wa | Feb 20, 2026 | Feb 20, 2026 |
The rule
- Registrations ended
- Feb 20, 2026
- Registered next
- Feb 20, 2026
- Branch state
- WA
- Cities
- 1, most in Everett, Wa
- Registered there that day
- 540 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape