DFX Intelligence
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Team lift-out
2 advisors left S••• F•••••••• S•••••••• I••• for T•••• E•• F•••••••• L••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kurt Cretors | Scottsdale, Az | Mar 15, 2023 | Jun 18, 2012 |
| Sharlee Lorene Cretors | Scottsdale, Az | Mar 15, 2023 | Jun 18, 2012 |
The rule
- Registrations ended
- Mar 15, 2023
- Registered next
- Jun 18, 2012
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape