DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Patrick Fleck | Bend, Or | Oct 21, 2019 | Oct 10, 2019 |
| Kerry Elizabeth Snook | Bend, Or | Oct 21, 2019 | Jan 2, 2020 |
The rule
- Registrations ended
- Oct 21, 2019
- Registered next
- Oct 10, 2019 to Jan 2, 2020
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 7,874 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape