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 V••••••• A•••••••• I••• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Tanner Lovell | Scottsdale, Az | Mar 27, 2023 | Apr 28, 2023 |
| Justin Jon Lundberg | Scottsdale, Az | Mar 31, 2023 | Feb 8, 2024 |
The rule
- Registrations ended
- Mar 27, 2023 to Mar 31, 2023
- Registered next
- Apr 28, 2023 to Feb 8, 2024
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 1,769 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape