DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for P••••••• F•••••••• S•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anna Meiners Hansen | Bend, Or | Apr 22, 2021 | Apr 13, 2021 |
| Lee Carl Handley | Bend, Or | Apr 22, 2021 | Sep 19, 2024 |
| Leslie Dawn Lamotte | Bend, Or | Apr 22, 2021 | Apr 13, 2021 |
The rule
- Registrations ended
- Apr 22, 2021
- Registered next
- Apr 13, 2021 to Sep 19, 2024
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 10,303 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape