DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Janet Robertson Leon | Tucson, Az | Oct 19, 2018 | Oct 17, 2018 |
| Jason Patrick Turetzky | Tucson, Az | Oct 19, 2018 | Oct 17, 2018 |
The rule
- Registrations ended
- Oct 19, 2018
- Registered next
- Oct 17, 2018
- Branch state
- AZ
- Cities
- 1, most in Tucson, Az
- Registered there that day
- 14,281 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape