DFX Intelligence
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Team lift-out
2 advisors left C••••• • A••••••••• I••• for R•• W••••• B•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward Albert Majtenyi | Scottsdale, Az | Jan 2, 2023 | Dec 3, 2014 |
| Jodi M Ehrlich | Apatche Junction, Az | Jan 2, 2023 | Nov 24, 2020 |
The rule
- Registrations ended
- Jan 2, 2023
- Registered next
- Dec 3, 2014 to Nov 24, 2020
- Branch state
- AZ
- Cities
- 2, most in Scottsdale, Az
- Registered there that day
- 112 (people still on IAPD; an estimate)
- Share of that headcount
- 1.8%
- Succession by the destination
- none on the tape