DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for F•••••••• A•••••••• I••••••••• M•••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Daniel Eischen | Newberg, Or | Sep 9, 2020 | Sep 11, 2020 |
| Nathan Edward Bauer | Salem, Or | Sep 9, 2020 | Sep 17, 2020 |
The rule
- Registrations ended
- Sep 9, 2020
- Registered next
- Sep 11, 2020 to Sep 17, 2020
- Branch state
- OR
- Cities
- 2, most in Newberg, Or
- Registered there that day
- 9,159 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape