DFX Intelligence
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Team lift-out
2 advisors left S•••••••• F••••••••• I••• for I••••••••• W••••• C••••••• L••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Sep 1, 2023
- Registered next
- Jul 14, 2022 to Mar 27, 2023
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 937 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape