DFX Intelligence
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Team lift-out
2 advisors left U•••••• W••••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Paul Bishop | Scottsdale, Az | Aug 10, 2020 | Jun 29, 2020 |
| Matthew Jon Michael | Scottsdale, Az | Aug 10, 2020 | Jun 30, 2020 |
The rule
- Registrations ended
- Aug 10, 2020
- Registered next
- Jun 29, 2020 to Jun 30, 2020
- 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