DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for F••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Taylor M Gay | Gilbert, Az | Mar 28, 2025 | May 15, 2025 |
| Nathaniel Bodem | Gilbert, Az | Apr 4, 2025 | Apr 15, 2025 |
The rule
- Registrations ended
- Mar 28, 2025 to Apr 4, 2025
- Registered next
- Apr 15, 2025 to May 15, 2025
- Branch state
- AZ
- Cities
- 1, most in Gilbert, Az
- Registered there that day
- 21,141 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape