DFX Intelligence
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Team lift-out
3 advisors left C•••••••• G••••• M•••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Lee | Newcastle, Wa | May 19, 2025 | May 22, 2025 |
| Jason Okrent | Seattle, Wa | May 22, 2025 | Jun 24, 2025 |
| Hahn Young | Seattle, Wa | May 27, 2025 | May 20, 2025 |
The rule
- Registrations ended
- May 19, 2025 to May 27, 2025
- Registered next
- May 20, 2025 to Jun 24, 2025
- Branch state
- WA
- Cities
- 2, most in Seattle, Wa
- Registered there that day
- 2,106 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape