DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for S•••• F••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cory Edwin Shepherd | Mill Creek, Wa | May 3, 2018 | May 7, 2018 |
| Paul L Adams | Mill Creek, Wa | May 4, 2018 | Apr 27, 2018 |
The rule
- Registrations ended
- May 3, 2018 to May 4, 2018
- Registered next
- Apr 27, 2018 to May 7, 2018
- Branch state
- WA
- Cities
- 1, most in Mill Creek, Wa
- Registered there that day
- 1,173 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape