DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher James DallenbachCoeur Dalene, IdMay 29, 2020May 28, 2020
Heather Ann BloomCoeur Dalene, IdMay 29, 2020May 28, 2020
Jeffrey Lewis SmithCoeur Dalene, IdMay 29, 2020May 28, 2020
Joseph Russell AndersonCoeur Dalene, IdMay 29, 2020May 28, 2020
Matthew A LymanCoeur Dalene, IdMay 29, 2020May 28, 2020
Tyler Christian AnderlCoeur Dalene, IdMay 29, 2020May 28, 2020
The rule
Registrations ended
May 29, 2020
Registered next
May 28, 2020
Branch state
ID
Cities
1, most in Coeur Dalene, Id
Registered there that day
21,797 (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•••••• J•••• • A••••••••• I•••