DFX Intelligence
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Team lift-out
2 advisors left H•••• • H•••• W••••• M••••••••• for I••••••••• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Drake Arlon Qualls | Scottsdale, Az | Jun 29, 2022 | Jul 25, 2022 |
| Shaunna Marie Zoeckler | Scottsdale, Az | Jun 29, 2022 | Aug 1, 2022 |
The rule
- Registrations ended
- Jun 29, 2022
- Registered next
- Jul 25, 2022 to Aug 1, 2022
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape