DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left W••••••• F•••••••• S•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Don J Petricic | Bellevue, Wa | Oct 3, 2019 | Sep 30, 2019 |
| Robert Thomas Phillips | Bellevue, Wa | Oct 3, 2019 | Sep 30, 2019 |
The rule
- Registrations ended
- Oct 3, 2019
- Registered next
- Sep 30, 2019
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 1,174 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape