DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left K•• F•••••••• S•••••••• I•• for J•••••• B••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Amanda J ReynoldsVancouver, WaNov 5, 2020Oct 16, 2020
Heidi Marie Johnson BixbyVancouver, WaNov 5, 2020Oct 16, 2020
Lynn Douglas SnyderVancouver, WaNov 5, 2020Oct 16, 2020
Patricia Lynn SpiesVancouver, WaNov 5, 2020Oct 16, 2020
Amanda PetersonVancouver, WaNov 7, 2020Oct 16, 2020
The rule
Registrations ended
Nov 5, 2020 to Nov 7, 2020
Registered next
Oct 16, 2020
Branch state
WA
Cities
2, most in Vancouver, Wa
Registered there that day
214 (people still on IAPD; an estimate)
Share of that headcount
2.3%
Succession by the destination
none on the tape
Other teams out of K•• F•••••••• S•••••••• I••Other teams into J•••••• B••••