DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left W••••••••• A•••••••• L•• for G••••• R••••••••• P••••••• L••

othertoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Camryn Danielle HoltScottsdale, AzFeb 2, 2023Aug 18, 2022
Ciara Sharp HanrattyScottsdale, AzFeb 7, 2023Jun 16, 2022
Matthew Chad WillettScottsdale, AzFeb 7, 2023Aug 10, 2022
Scott Larry SchlappiScottsdale, AzFeb 7, 2023Jun 9, 2022
Sonya SpagnolaScottsdale, AzFeb 7, 2023Oct 18, 2022
Todd Mathew SchlappiScottsdale, AzFeb 7, 2023Jun 9, 2022
The rule
Registrations ended
Feb 2, 2023 to Feb 7, 2023
Registered next
Jun 9, 2022 to Oct 18, 2022
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
86%
Succession by the destination
none on the tape
Other teams out of W••••••••• A•••••••• L••Other teams into G••••• R••••••••• P••••••• L••