DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Jarrod Charles Nunn | Seattle, Wa | Sep 30, 2020 | Sep 30, 2020 |
| Teresa N Palmer | Seattle, Wa | Sep 30, 2020 | Sep 30, 2020 |
| Kimberly Mae Johnson | Wenatchee, Wa | Oct 1, 2020 | Sep 30, 2020 |
The rule
- Registrations ended
- Sep 30, 2020 to Oct 1, 2020
- Registered next
- Sep 30, 2020
- Branch state
- WA
- Cities
- 2, most in Seattle, Wa
- Registered there that day
- 265 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape