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 P•• F•••••••• S••••••• L•• for S•••••••• W••••• I••••••••• G••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Phillis Sax Pilvinis | Peoria, Az | Jan 3, 2023 | Apr 26, 2022 |
| Scott Michael Pilvinis | Peoria, Az | Jan 3, 2023 | Jun 24, 2022 |
The rule
- Registrations ended
- Jan 3, 2023
- Registered next
- Apr 26, 2022 to Jun 24, 2022
- Branch state
- AZ
- Cities
- 1, most in Peoria, Az
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape