DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for A••••• F•••••••• A•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Hayes | Pheonix, Az | Feb 24, 2023 | Jul 12, 2023 |
| Lindie Rheeder | Phoenix, Az | Feb 24, 2023 | Nov 27, 2023 |
The rule
- Registrations ended
- Feb 24, 2023
- Registered next
- Jul 12, 2023 to Nov 27, 2023
- Branch state
- AZ
- Cities
- 2, most in Pheonix, Az
- Registered there that day
- 555 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape