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 M•• I•••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Thomas Bottolfsen | Phoenix, Az | Dec 16, 2024 | Dec 11, 2024 |
| Howard Russell Gershkowitz | Meza, Az | Dec 16, 2024 | Dec 11, 2024 |
| Robert Isaac Gershkowitz | Scottsdale, Az | Dec 16, 2024 | Dec 9, 2024 |
The rule
- Registrations ended
- Dec 16, 2024
- Registered next
- Dec 9, 2024 to Dec 11, 2024
- Branch state
- AZ
- Cities
- 3, most in Meza, Az
- Registered there that day
- 4,409 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape