DFX Intelligence
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Team lift-out
2 advisors left F••••••••• I••••••••• A••••••• L•• for F••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashley Marie Milot | Phoenix, Az | Jun 3, 2022 | Mar 16, 2022 |
| Daniel Colvin | Phoenix, Az | Jun 3, 2022 | Feb 22, 2022 |
| Daniel James David Petkau | Phoenix, Az | Jun 3, 2022 | Feb 22, 2022 |
| Darren Joseph Lepak | Phoenix, Az | Jun 11, 2022 | Aug 9, 2022 |
The rule
- Registrations ended
- Jun 3, 2022
- Registered next
- Feb 22, 2022
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 151 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape