DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left B••••• A••••••• L•• for A•• C••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Lee Averill | Phoenix, Az | Jan 31, 2018 | May 26, 2017 |
| Erik Daniel Averill | Scottsdale, Az | Jan 31, 2018 | May 23, 2017 |
The rule
- Registrations ended
- Jan 31, 2018
- Registered next
- May 23, 2017 to May 26, 2017
- Branch state
- AZ
- Cities
- 2, most in Scottsdale, Az
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape