DFX Intelligence
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Team lift-out
3 advisors left I••••••••• C•••••• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Drake Arlon Qualls | Scottsdale, Az | Jul 30, 2024 | Jun 17, 2024 |
| Michael Joshua Carlin | Scottsdale, Az | Jul 30, 2024 | May 1, 2024 |
| Shaunna Marie Zoeckler | Scottsdale, Az | Jul 30, 2024 | May 29, 2024 |
| William P Barclay | Scottsdale, Az | Jul 30, 2024 | May 29, 2024 |
The rule
- Registrations ended
- Jul 30, 2024
- Registered next
- May 1, 2024 to Jun 17, 2024
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape