DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jordan Freund | Bend, Or | Mar 15, 2022 | Mar 9, 2022 |
| Nona Jensen Coleman | Bend, Or | Mar 15, 2022 | Mar 8, 2022 |
| Ryan Patrick Mchugh | Bend, Or | Mar 15, 2022 | Mar 8, 2022 |
The rule
- Registrations ended
- Mar 15, 2022
- Registered next
- Mar 8, 2022 to Mar 9, 2022
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 8,334 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape