DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for D••• D••••••• • C••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Nelson Stewart | Seattle, Wa | Feb 14, 2020 | Apr 3, 2020 |
| Eli Sanders | Seattle, Wa | Feb 14, 2020 | Mar 16, 2020 |
The rule
- Registrations ended
- Feb 14, 2020
- Registered next
- Mar 16, 2020 to Apr 3, 2020
- Branch state
- WA
- Cities
- 1, most in Seattle, Wa
- Registered there that day
- 1,728 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape