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 U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for C• P••••••• C•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Rusch | Scottsdale, Az | Dec 20, 2021 | May 10, 2022 |
| Michael John Goyarts | Scottsdale, Az | Dec 31, 2021 | Feb 10, 2022 |
The rule
- Registrations ended
- Dec 20, 2021 to Dec 31, 2021
- Registered next
- Feb 10, 2022 to May 10, 2022
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 254 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape