DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T••• P•••••• W••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jesse Carl Coffee | Eugene, Or | May 8, 2018 | May 4, 2018 |
| Scott Everett Sanders | Eugene, Or | May 8, 2018 | May 4, 2018 |
The rule
- Registrations ended
- May 8, 2018
- Registered next
- May 4, 2018
- Branch state
- OR
- Cities
- 1, most in Eugene, Or
- Registered there that day
- 20,219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape