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
3 advisors left G••••• V••• C•••••• M••••••••• L•• for S•• I••••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce J Bryce | Safford, Az | Oct 1, 2019 | Sep 6, 2019 |
| Kurt Clonts Castaneda | Safford, Az | Oct 1, 2019 | Sep 9, 2019 |
| Phillip Joseph Palmer | Safford, Az | Oct 1, 2019 | Sep 6, 2019 |
The rule
- Registrations ended
- Oct 1, 2019
- Registered next
- Sep 6, 2019 to Sep 9, 2019
- Branch state
- AZ
- Cities
- 1, most in Safford, Az
- Registered there that day
- 68 (people still on IAPD; an estimate)
- Share of that headcount
- 4.4%
- Succession by the destination
- none on the tape