DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Pedro Franco | Scottsdale, Az | Jan 27, 2023 | Feb 7, 2023 |
| John B Klen | Scottsdale, Az | Feb 7, 2023 | Feb 16, 2023 |
The rule
- Registrations ended
- Jan 27, 2023 to Feb 7, 2023
- Registered next
- Feb 7, 2023 to Feb 16, 2023
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 1,779 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape