DFX Intelligence
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Team lift-out
4 advisors left T••••••••• F•••••••• A•••••••• L•• for S••••• G••••• I••••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Allen Bloomer | Mesa, Az | Jul 14, 2023 | Aug 24, 2023 |
| Terry Elbert Wengert | Mesa, Az | Jul 26, 2023 | Aug 30, 2023 |
| Lance K Packer | Mesa, Az | Aug 1, 2023 | Aug 31, 2023 |
| Leonard Lamar Taylor | Mesa, Az | Aug 1, 2023 | Sep 5, 2023 |
The rule
- Registrations ended
- Jul 14, 2023 to Aug 1, 2023
- Registered next
- Aug 24, 2023 to Sep 5, 2023
- Branch state
- AZ
- Cities
- 1, most in Mesa, Az
- Registered there that day
- 961 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape