DFX Intelligence
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Team lift-out
2 advisors left 3•• W••••• M••••••••• I••• for A• W••••• M••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Calvin William Wilkinson | Scottsdale, Az | Mar 3, 2025 | Nov 7, 2024 |
| William Harold Wilkinson | Scottsdale, Az | Mar 3, 2025 | Nov 7, 2024 |
The rule
- Registrations ended
- Mar 3, 2025
- Registered next
- Nov 7, 2024
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape