DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for N•••••• F•••••••• G••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Anne Basinger | Phoenix, Az | Sep 17, 2020 | Sep 22, 2020 |
| David Alfred Basinger | Scottsdale, Az | Sep 21, 2020 | Sep 28, 2020 |
| Robert Charles Seamans | Scottsdale, Az | Sep 21, 2020 | Sep 18, 2020 |
The rule
- Registrations ended
- Sep 17, 2020 to Sep 21, 2020
- Registered next
- Sep 18, 2020 to Sep 28, 2020
- Branch state
- AZ
- Cities
- 2, most in Scottsdale, Az
- Registered there that day
- 1,484 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape