DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for D••• D••••••• • C••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Megan Marie Phillips | Carson City, Nv | Apr 7, 2020 | Apr 14, 2020 |
| Theodore Nelson Rich | Carson City, Nv | Apr 7, 2020 | Apr 9, 2020 |
The rule
- Registrations ended
- Apr 7, 2020
- Registered next
- Apr 9, 2020 to Apr 14, 2020
- Branch state
- NV
- Cities
- 1, most in Carson City, Nv
- Registered there that day
- 14,380 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape