DFX Intelligence
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Team lift-out
3 advisors left U••••• C•••••• F•••••••• A••••••• for M••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Douglas Ward Jr | Tucson, Az | Oct 27, 2023 | Sep 28, 2023 |
| Chase Thomas Gelardi | Scottsdale, Az | Oct 27, 2023 | Sep 28, 2023 |
| Sergio Villa Ortiz | Tucson, Az | Oct 27, 2023 | Sep 28, 2023 |
The rule
- Registrations ended
- Oct 27, 2023
- Registered next
- Sep 28, 2023
- Branch state
- AZ
- Cities
- 2, most in Tucson, Az
- Registered there that day
- 223 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape