DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerardo Melgar | Scottsdale, Az | Jul 8, 2022 | Aug 29, 2022 |
| Tyler Venegas | Scottsdale, Az | Jul 22, 2022 | Mar 20, 2023 |
The rule
- Registrations ended
- Jul 8, 2022 to Jul 22, 2022
- Registered next
- Aug 29, 2022 to Mar 20, 2023
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 1,690 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape