DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• G••••• L•• for C••••••••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jordan Allen Tuchek | Lynnwood, Wa | Mar 11, 2024 | Mar 11, 2024 |
| Sophie Thilenius | Lynnwood, Wa | Mar 11, 2024 | Mar 11, 2024 |
The rule
- Registrations ended
- Mar 11, 2024
- Registered next
- Mar 11, 2024
- Branch state
- WA
- Cities
- 1, most in Lynnwood, Wa
- Registered there that day
- 422 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape