DFX Intelligence
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Team lift-out
2 advisors left G• A• R••••• • C•••••• for S••••••••• W••••• M••••••••• P••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katrina L Robertson | Hot Springs, Ar | Apr 4, 2018 | Apr 23, 2018 |
| Mitzie A Stevens | Hot Springs, Ar | Apr 4, 2018 | Apr 23, 2018 |
The rule
- Registrations ended
- Apr 4, 2018
- Registered next
- Apr 23, 2018
- Branch state
- AR
- Cities
- 1, most in Hot Springs, Ar
- Registered there that day
- 40 (people still on IAPD; an estimate)
- Share of that headcount
- 5.0%
- Succession by the destination
- none on the tape