DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Deborah A JenkinsPortland, OrSep 21, 2021Sep 20, 2021
Patrick M CummingsPortland, OrSep 21, 2021Sep 17, 2021
Rachel Lynn AkersonPortland, OrSep 21, 2021Sep 20, 2021
Robert Verner ChavezPortland, OrSep 21, 2021Sep 17, 2021
Shall Mie JuePortland, OrSep 21, 2021Sep 20, 2021
Stephen Jeffrey GrothPortland, OrSep 21, 2021Sep 17, 2021
The rule
Registrations ended
Sep 21, 2021
Registered next
Sep 17, 2021 to Sep 20, 2021
Branch state
OR
Cities
1, most in Portland, Or
Registered there that day
22,079 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R•• C•••••• M••••••• L••