DFX Intelligence
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Team lift-out
2 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for I••••••••• F•••••••• G••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Bowdler | Phoenix, Az | Feb 7, 2019 | Feb 12, 2019 |
| Justin Miles Kauffman | Phoenix, Az | Feb 12, 2019 | Feb 11, 2019 |
The rule
- Registrations ended
- Feb 7, 2019 to Feb 12, 2019
- Registered next
- Feb 11, 2019 to Feb 12, 2019
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 184 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape