DFX Intelligence
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Team lift-out
2 advisors left I••••••• I••••••••• C••••••• L•• for C•••••••• C•••••• P•••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Edward Shiffra | Phoenix, Az | Dec 31, 2020 | Jan 26, 2021 |
| William Darrell Lee | Scottsdale, Az | Dec 31, 2020 | Jan 25, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jan 25, 2021 to Jan 26, 2021
- Branch state
- AZ
- Cities
- 2, most in Phoenix, Az
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape