DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left T••••••• I••••••••• M••••••••• I••• for L••••••• S••••••••• C••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Levi William Johnson | Carefree, Az | Jun 10, 2021 | Jan 14, 2022 |
| Camille Elizabeth Toschi | Scottsdale, Az | Jun 11, 2021 | Dec 9, 2021 |
The rule
- Registrations ended
- Jun 10, 2021 to Jun 11, 2021
- Registered next
- Dec 9, 2021 to Jan 14, 2022
- Branch state
- AZ
- Cities
- 2, most in Carefree, Az
- Registered there that day
- 1,960 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape