DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for T••••••••• F•••••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Glenn Marshall Rossman | Renton, Wa | Dec 16, 2021 | Sep 12, 2021 |
| Patrick Bruce Severson | Seattle, Wa | Dec 16, 2021 | Sep 12, 2021 |
The rule
- Registrations ended
- Dec 16, 2021
- Registered next
- Sep 12, 2021
- Branch state
- WA
- Cities
- 2, most in Renton, Wa
- Registered there that day
- 12,609 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape