DFX Intelligence
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Team lift-out
3 advisors left F••••••••• I••••••••• A••••••• L•• for S• C••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Caleb Harter | Phoenix, Az | Mar 1, 2024 | Dec 6, 2023 |
| Marcus John Pimentel | Phoenix, Az | Mar 1, 2024 | Dec 6, 2023 |
| Zachary Stuart Brodt | Scottsdale, Az | Mar 1, 2024 | Nov 16, 2023 |
The rule
- Registrations ended
- Mar 1, 2024
- Registered next
- Nov 16, 2023 to Dec 6, 2023
- Branch state
- AZ
- Cities
- 2, most in Phoenix, Az
- Registered there that day
- 161 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape