DFX Intelligence
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Team lift-out
2 advisors left K•• F•••••••• S•••••••• I•• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tassie Sonya Medlin | Bothell, Wa | Jul 20, 2018 | Jul 20, 2018 |
| Christine Renae Burkhart | Bothell, Wa | Jul 23, 2018 | Jul 20, 2018 |
The rule
- Registrations ended
- Jul 20, 2018 to Jul 23, 2018
- Registered next
- Jul 20, 2018
- Branch state
- WA
- Cities
- 1, most in Bothell, Wa
- Registered there that day
- 250 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape