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 L••••• C••••••••• W••••• L•• for W••••• M•••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark B Haynes | Peoria, Az | Jul 8, 2024 | Jan 22, 2024 |
| Nathaniel Spencer Burt | Peoria, Az | Jul 8, 2024 | Jan 22, 2024 |
The rule
- Registrations ended
- Jul 8, 2024
- Registered next
- Jan 22, 2024
- Branch state
- AZ
- Cities
- 1, most in Peoria, Az
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape