DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for C•••••• S••••• • C••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek James Marquardt | Scottsdale, Az | Apr 3, 2024 | May 14, 2024 |
| Marshal Dean Morgan | Scottsdale, Az | Apr 9, 2024 | Jul 29, 2024 |
The rule
- Registrations ended
- Apr 3, 2024 to Apr 9, 2024
- Registered next
- May 14, 2024 to Jul 29, 2024
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 1,817 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape