DFX Intelligence
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Team lift-out
2 advisors left P••••••••• F•••••••• for I••• W••••• M••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Reid Jeffrey Simpson | Phoenix, Az | Dec 31, 2023 | Aug 7, 2023 |
| Tanner German | Phoenix, Az | Dec 31, 2023 | Aug 8, 2023 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Aug 7, 2023 to Aug 8, 2023
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape