DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left L•• F•••••••• L•• for M••••• A•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Russell Lon SnyderRenton, WaAug 29, 2022Aug 22, 2022
Bruce Douglas EckfeldtRenton, WaSep 2, 2022Aug 22, 2022
Byron Duane AndersonMercer Island, WaSep 2, 2022Aug 22, 2022
Warn Dee WillisRenton, WaSep 2, 2022Aug 22, 2022
The rule
Registrations ended
Aug 29, 2022 to Sep 2, 2022
Registered next
Aug 22, 2022
Branch state
WA
Cities
1, most in Mercer Island, Wa
Registered there that day
13,737 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into M••••• A•••••••• L••