DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for S•••••• P••••••• I••••••••• A•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patricia Ann Sturr | Lake Oswego, Or | Jul 31, 2023 | Jul 31, 2023 |
| Peter Laurence Miller | Lake Oswego, Or | Jul 31, 2023 | Jul 31, 2023 |
The rule
- Registrations ended
- Jul 31, 2023
- Registered next
- Jul 31, 2023
- Branch state
- OR
- Cities
- 1, most in Lake Oswego, Or
- Registered there that day
- 3,040 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape