DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisa Ladds Doche | Scottsdale, Az | Mar 15, 2021 | Mar 4, 2021 |
| Ronald Richard Demers | Scottsdale, Az | Mar 15, 2021 | Mar 4, 2021 |
| Sarah Margaret Loe | Scottsdale, Az | Mar 15, 2021 | Mar 4, 2021 |
The rule
- Registrations ended
- Mar 15, 2021
- Registered next
- Mar 4, 2021
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 14,348 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape