DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left K•• F•••••••• S•••••••• I•• for M••••• W••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Stephen MartelVancouver, WaDec 31, 2018Aug 2, 2018
Julie Dianne ScottSeattle, WaDec 31, 2018Aug 2, 2018
Lloyd Grant CaudleVancouver, WaDec 31, 2018Aug 2, 2018
Mark Stephen MartelVancouver, WaDec 31, 2018Aug 2, 2018
Michele Marie MadaszVancouver, WaDec 31, 2018Aug 2, 2018
The rule
Registrations ended
Dec 31, 2018
Registered next
Aug 2, 2018
Branch state
WA
Cities
2, most in Vancouver, Wa
Registered there that day
256 (people still on IAPD; an estimate)
Share of that headcount
2.0%
Succession by the destination
none on the tape
Other teams out of K•• F•••••••• S•••••••• I••Other teams into M••••• W••••• A•••••••• L••