DFX Intelligence
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Team lift-out
2 advisors left F•••• F•••••••• E••••• C••••••••• for F••••••••• I••••••••• A••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Zachary Stuart Brodt | Scottsdale, Az | Apr 22, 2022 | May 11, 2022 |
| Joshua Caleb Harter | Scottsdale, Az | Apr 25, 2022 | Apr 27, 2022 |
The rule
- Registrations ended
- Apr 22, 2022 to Apr 25, 2022
- Registered next
- Apr 27, 2022 to May 11, 2022
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape