DFX Intelligence
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Team lift-out
2 advisors left F••••••• F•••••••• S••••••••• L•• for B•••••• C•••••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Daniel Pietro Gelso | Tucson, Az | Apr 8, 2020 | Mar 5, 2020 |
| Theresa Morrison | Tucson, Az | Apr 8, 2020 | Mar 5, 2020 |
The rule
- Registrations ended
- Apr 8, 2020
- Registered next
- Mar 5, 2020
- Branch state
- AZ
- Cities
- 1, most in Tucson, Az
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape