DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for M••••••• F•••••••• G••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Laibson | Bellevue, Wa | Apr 1, 2022 | Mar 14, 2022 |
| Brandon Lee Steele | Bellevue, Wa | Apr 1, 2022 | Mar 14, 2022 |
| Samantha Xu Quxia Kennedy | Bellevue, Wa | Apr 1, 2022 | Mar 15, 2022 |
The rule
- Registrations ended
- Apr 1, 2022
- Registered next
- Mar 14, 2022 to Mar 15, 2022
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 2,733 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape