DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for E•••••••• W••••• P••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Robert Coughlin | Albany, Or | Sep 3, 2025 | Aug 28, 2025 |
| Locke Paul Bielefeldt | Albany, Or | Sep 3, 2025 | Aug 28, 2025 |
The rule
- Registrations ended
- Sep 3, 2025
- Registered next
- Aug 28, 2025
- Branch state
- OR
- Cities
- 1, most in Albany, Or
- Registered there that day
- 21,059 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape