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
3 advisors left V••••••• A•••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Anne Mcnamara | Scottsdale, Az | Oct 15, 2021 | Dec 15, 2021 |
| Michael David Spiro | Scottsdale, Az | Oct 22, 2021 | Nov 8, 2021 |
| Samuel Soderman | Scottsdale, Az | Oct 22, 2021 | Nov 26, 2021 |
The rule
- Registrations ended
- Oct 15, 2021 to Oct 22, 2021
- Registered next
- Nov 8, 2021 to Dec 15, 2021
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 1,515 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape