DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for I••••••••• A••••••• N•••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wendie Caprice Hohman | Bend, Or | Oct 22, 2019 | Oct 11, 2019 |
| William Francis Berner | Bend, Or | Oct 22, 2019 | Oct 11, 2019 |
The rule
- Registrations ended
- Oct 22, 2019
- Registered next
- Oct 11, 2019
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 7,867 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape