DFX Intelligence
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Team lift-out
2 advisors left C••••••• W••••• P••••••• L•• for S•••• F•••••••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Arthur Shepherd | Scottsdale, Az | Mar 29, 2024 | May 3, 2024 |
| Jesse Thomas Karich | Scottsdale, Az | Mar 29, 2024 | Mar 18, 2024 |
| Max S Jelle | Scottsdale, Az | Mar 29, 2024 | Jan 1, 2025 |
The rule
- Registrations ended
- Mar 29, 2024
- Registered next
- May 3, 2024 to Jan 1, 2025
- 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