DFX Intelligence
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Team lift-out
2 advisors left H••••••• W••••• M••••••••• L•• for J••••••• W••••• S••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Scott Rhonemus | Phoenix, Az | Dec 14, 2018 | Sep 14, 2018 |
| Jack Andrew Barker | Phoenix, Az | Dec 14, 2018 | Sep 21, 2018 |
The rule
- Registrations ended
- Dec 14, 2018
- Registered next
- Sep 14, 2018 to Sep 21, 2018
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- a succession within a year (Aug 1, 2018), not necessarily this firm