DFX Intelligence
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Team lift-out
2 advisors left C••• F•••••••• S•••••••• L••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Ann Koontz | Salem, Or | Oct 31, 2022 | Nov 7, 2022 |
| Gregory Todd Elker | Salem, Or | Oct 31, 2022 | Nov 8, 2022 |
The rule
- Registrations ended
- Oct 31, 2022
- Registered next
- Nov 7, 2022 to Nov 8, 2022
- Branch state
- OR
- Cities
- 1, most in Salem, Or
- Registered there that day
- 465 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape