DFX Intelligence
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Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• for K••••••• W••••• A•••••••• L••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leonard Gerald Simon | Reno, Nv | Apr 29, 2022 | Jan 1, 2026 |
| Brian Daniel Wheeler | Reno, Nv | May 2, 2022 | May 2, 2022 |
The rule
- Registrations ended
- Apr 29, 2022 to May 2, 2022
- Registered next
- May 2, 2022 to Jan 1, 2026
- Branch state
- NV
- Cities
- 1, most in Reno, Nv
- Registered there that day
- 4,070 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape