DFX Intelligence
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Team lift-out
2 advisors left V••• F•••••••• A•••••••• I••• for O•••• W•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam David Kaplan | Scottsdale, Az | Jun 4, 2021 | Jun 3, 2021 |
| Jeffrey B Julander | Scottsdale, Az | Jun 4, 2021 | Jun 2, 2021 |
The rule
- Registrations ended
- Jun 4, 2021
- Registered next
- Jun 2, 2021 to Jun 3, 2021
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 1,174 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape