DFX Intelligence
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Team lift-out
4 advisors left S•• I••••••••• A•••••••• I••• for T••••••••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Oct 17, 2024 to Nov 4, 2024
- Registered next
- Sep 18, 2024 to Nov 1, 2024
- Branch state
- AZ
- Cities
- 3, most in Safford, Az
- Registered there that day
- 97 (people still on IAPD; an estimate)
- Share of that headcount
- 4.1%
- Succession by the destination
- none on the tape