DFX Intelligence
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Team lift-out
3 advisors left T•••• A•••••••• L•• for A••••••• W••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Tyler Walling | Scottsdale, Az | Nov 10, 2023 | Nov 9, 2023 |
| Steven Parker Lichtblau | Scottsdale, Az | Nov 10, 2023 | Nov 8, 2023 |
| Timothy Michael Sperling | Scottsdale, Az | Nov 10, 2023 | Dec 6, 2023 |
The rule
- Registrations ended
- Nov 10, 2023
- Registered next
- Nov 8, 2023 to Dec 6, 2023
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 96 (people still on IAPD; an estimate)
- Share of that headcount
- 3.1%
- Succession by the destination
- none on the tape