DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left H••••••• W••••• M••••••••• L•• for H••••••• W••••• M••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brent James EmchPhoenix, AzAug 18, 2017Jul 24, 2017
Brian Louis BollPhoenix, AzAug 18, 2017Jul 7, 2017
David Elgin MaxeyPhoenix, AzAug 18, 2017Jul 7, 2017
Jared Duane WilliamsPhoenix, AzAug 18, 2017Jul 6, 2017
Jeffrey Michael JonesPhoenix, AzAug 18, 2017Jul 24, 2017
Michael Brent FrostPhoenix, AzAug 18, 2017Jun 27, 2017
Tyler Robert KarlPhoenix, AzAug 18, 2017Jul 24, 2017
The rule
Registrations ended
Aug 18, 2017
Registered next
Jun 27, 2017 to Jul 24, 2017
Branch state
AZ
Cities
1, most in Phoenix, Az
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Apr 28, 2017), not necessarily this firm
Other teams out of H••••••• W••••• M••••••••• L••Other teams into H••••••• W••••• M••••••••• L••