DFX Intelligence
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Team lift-out
2 advisors left E•••••• C•••••• M••••••••• L•• for J••• M••••• S••••••••• L••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 14, 2023 to Aug 15, 2023
- Registered next
- Aug 18, 2023 to Sep 5, 2023
- Branch state
- WA
- Cities
- 1, most in Kirkland, Wa
- Registered there that day
- 581 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape