DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for U••• B•••••• I••••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brady Alan Jacobsen | Corvallis, Or | Oct 30, 2022 | Oct 28, 2022 |
| Esmeralda Angulo | Medford, Or | Nov 6, 2022 | Nov 4, 2022 |
The rule
- Registrations ended
- Oct 30, 2022 to Nov 6, 2022
- Registered next
- Oct 28, 2022 to Nov 4, 2022
- Branch state
- OR
- Cities
- 2, most in Albany, Or
- Registered there that day
- 7,310 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape