DFX Intelligence
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Team lift-out
3 advisors left D•••••• for A•••• A•••• M••••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Edward Krueg | Chandler, Az | Dec 31, 2020 | Dec 9, 2020 |
| Theresa Anne Krueg | Phoenix, Az | Dec 31, 2020 | Dec 9, 2020 |
| Theresa Colette Standart | Phoenix, Az | Dec 31, 2020 | Dec 9, 2020 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Dec 9, 2020
- Branch state
- AZ
- Cities
- 1, most in Chandler, Az
- Registered there that day
- 69 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape