DFX Intelligence
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Team lift-out
4 advisors left O•••• W•••••• I••• for A••••• F•••••••• P•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Joseph Fischesser | Scottsdale, Az | Jun 24, 2025 | Jun 20, 2025 |
| Timothy James Bodner | Scottsdale, Az | Jun 30, 2025 | Jun 30, 2025 |
The rule
- Registrations ended
- Jun 24, 2025 to Jun 30, 2025
- Registered next
- Jun 20, 2025 to Jun 30, 2025
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 7,829 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape