DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
5 advisors left T•• W••••• M••••••••• for N••••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dante Peterson | Scottsdale, Az | Jul 1, 2024 | Jul 30, 2024 |
| Eric Jeffrey Anthony | Scottsdale, Az | Jul 1, 2024 | Jul 29, 2024 |
| Gavin David Lyons | Scottsdale, Az | Jul 1, 2024 | Jul 24, 2024 |
| Mark William Rizvi | Scottsdale, Az | Jul 1, 2024 | Aug 1, 2024 |
| Todd Macarthur Douma | Scottsdale, Az | Jul 1, 2024 | Jul 24, 2024 |
The rule
- Registrations ended
- Jul 1, 2024
- Registered next
- Jul 24, 2024 to Aug 1, 2024
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape