DFX Intelligence
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Team lift-out
2 advisors left O• I••••••••• M••••••••• C• for J• W• C••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David James Williams | Phoenix, Az | Dec 16, 2022 | Dec 15, 2022 |
| Dianne Therese Fay | Scottsdale, Az | Dec 21, 2022 | Jan 5, 2023 |
The rule
- Registrations ended
- Dec 16, 2022 to Dec 21, 2022
- Registered next
- Dec 15, 2022 to Jan 5, 2023
- Branch state
- AZ
- Cities
- 2, most in Phoenix, Az
- Registered there that day
- 244 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape