DFX Intelligence
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Team lift-out
5 advisors left H••••••••• G•••• E••••• • R••••••••• S••••••••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Patrick Mcgraw | Scottsdale, Az | Nov 1, 2024 | Nov 1, 2024 |
| Jeremie Darrek Alley | Scottsdale, Az | Nov 1, 2024 | Nov 1, 2024 |
| Joe Henry Ledford | Scottsdale, Az | Nov 1, 2024 | Nov 1, 2024 |
| Samuel Soler-Conklin | Scottsdale, Az | Nov 1, 2024 | Jan 2, 2025 |
| Stephanie Marie Ford | Tucson, Az | Nov 1, 2024 | Nov 7, 2024 |
The rule
- Registrations ended
- Nov 1, 2024
- Registered next
- Nov 1, 2024 to Jan 2, 2025
- Branch state
- AZ
- Cities
- 2, most in Scottsdale, Az
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 16%
- Succession by the destination
- none on the tape