DFX Intelligence
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Team lift-out
2 advisors left V••• F•••••••• A•••••••• I••• for T•• A•••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emily Marie Wade | Tucson, Az | Aug 3, 2020 | Jul 30, 2020 |
| Jordan Joseph Underhill | Tucson, Az | Aug 3, 2020 | Jul 30, 2020 |
The rule
- Registrations ended
- Aug 3, 2020
- Registered next
- Jul 30, 2020
- Branch state
- AZ
- Cities
- 1, most in Tucson, Az
- Registered there that day
- 1,220 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape