DFX Intelligence
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Team lift-out
2 advisors left C•••••• A••••••• S•••••••• L•• for M••••• F•••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Aaron Lee | Bentonville, Ar | Dec 26, 2019 | Feb 28, 2019 |
| Matthew Jordan Walters | Bentonville, Ar | Dec 26, 2019 | Feb 28, 2019 |
The rule
- Registrations ended
- Dec 26, 2019
- Registered next
- Feb 28, 2019
- Branch state
- AR
- Cities
- 1, most in Bentonville, Ar
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 5.9%
- Succession by the destination
- none on the tape