DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left I••••••••• A••••••• C••• for I••••••••• W••••• N••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Donald F RosalezFlagstaff, AzSep 29, 2017Oct 16, 2017
James Michael PoindexterPrescott, AzSep 29, 2017Oct 4, 2017
Jeffrey Lawrence ZupancicPhoenix, AzSep 29, 2017Sep 15, 2017
Ross Charles BonifieldPhoenix, AzSep 29, 2017Sep 15, 2017
The rule
Registrations ended
Sep 29, 2017
Registered next
Sep 15, 2017 to Oct 16, 2017
Branch state
AZ
Cities
3, most in Phoenix, Az
Registered there that day
72 (people still on IAPD; an estimate)
Share of that headcount
5.6%
Succession by the destination
none on the tape
Other teams out of I••••••••• A••••••• C•••Other teams into I••••••••• W••••• N••••••• I•••