DFX Intelligence
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Team lift-out
5 advisors left P••••••••• S••••••••• C••••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Benjamin Carlat | Scottsdale, Az | May 3, 2023 | Apr 3, 2023 |
| Gavin Jensen | Scottsdale, Az | May 3, 2023 | Apr 3, 2023 |
| Robert Jeffery Edwards | Tucson, Az | May 3, 2023 | Apr 5, 2023 |
| Robert L Young | Glendale, Az | May 3, 2023 | Apr 3, 2023 |
The rule
- Registrations ended
- May 3, 2023
- Registered next
- Apr 3, 2023 to Apr 5, 2023
- Branch state
- AZ
- Cities
- 3, most in Scottsdale, Az
- Registered there that day
- 367 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape