DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caleb D Lilly | Deer Park, Wa | Dec 14, 2018 | Nov 30, 2018 |
| Douglas L Lilly | Deer Park, Wa | Dec 14, 2018 | Nov 30, 2018 |
The rule
- Registrations ended
- Dec 14, 2018
- Registered next
- Nov 30, 2018
- Branch state
- WA
- Cities
- 1, most in Deer Park, Wa
- Registered there that day
- 8,260 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape