DFX Intelligence
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Team lift-out
2 advisors left O•• W••••• I•••••••• for O•• W••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Paul Dicker | Phoenix, Az | Jul 30, 2024 | May 22, 2024 |
| Ryan Cleary | Phoenix, Az | Jul 30, 2024 | May 24, 2024 |
| Thomas Andrew Hughes | Phoenix, Az | Jul 30, 2024 | May 24, 2024 |
The rule
- Registrations ended
- Jul 30, 2024
- Registered next
- May 24, 2024
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape