DFX Intelligence
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Team lift-out
3 advisors left F•••• F•••••••• E••••• C••••••••• for B••••• W••••• P•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Duane Kevin Shumaker | Tucson, Az | Feb 14, 2022 | Feb 11, 2022 |
| Gregory Scott Hermes | Scottsdale, Az | Feb 14, 2022 | Feb 10, 2022 |
| Ryan Christopher Robinson | Tucson, Az | Feb 14, 2022 | Feb 11, 2022 |
The rule
- Registrations ended
- Feb 14, 2022
- Registered next
- Feb 10, 2022 to Feb 11, 2022
- Branch state
- AZ
- Cities
- 2, most in Tucson, Az
- Registered there that day
- 81 (people still on IAPD; an estimate)
- Share of that headcount
- 3.7%
- Succession by the destination
- none on the tape