DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for F••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Dowd Hale | Scottsdale, Az | Jul 23, 2019 | Sep 12, 2019 |
| Ellery Segebart | Scottsdale, Az | Jul 25, 2019 | Jul 31, 2019 |
The rule
- Registrations ended
- Jul 23, 2019 to Jul 25, 2019
- Registered next
- Jul 31, 2019 to Sep 12, 2019
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 738 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape