DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for K••••• P•••••• W••••• S•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan M Zwarg | Scottsdale, Az | Jun 17, 2025 | Jun 5, 2025 |
| Shelley Lynne Lindsey | Scottsdale, Az | Jun 17, 2025 | Jun 10, 2025 |
The rule
- Registrations ended
- Jun 17, 2025
- Registered next
- Jun 5, 2025 to Jun 10, 2025
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 13,748 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape