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
2 advisors left M•• I•••••••• S•••••••• L•• for T••••••••• C••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Boyce Lowery | Scottsdale, Az | Feb 8, 2022 | Feb 14, 2022 |
| Sean Patrick Heney | Scottsdale, Az | Feb 8, 2022 | Feb 14, 2022 |
The rule
- Registrations ended
- Feb 8, 2022
- Registered next
- Feb 14, 2022
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 4,033 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape