DFX Intelligence
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Team lift-out
2 advisors left A•••• A•••• M••••••••• L•• for R•••••••• S•••••• E• C••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Steven Cuppy | Scottsdale, Az | Feb 21, 2023 | Sep 15, 2009 |
| Kipp Christopher Goll | Scottsdale, Az | Feb 21, 2023 | Sep 15, 2009 |
The rule
- Registrations ended
- Feb 21, 2023
- Registered next
- Sep 15, 2009
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape