DFX Intelligence
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Team lift-out
2 advisors left W••••••• F•••••••• S•••••••• I••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacqueline Larose Villa | Peoria, Az | Nov 21, 2023 | Nov 22, 2023 |
| Shelley Jessica O'Brien | Peoria, Az | Nov 21, 2023 | Nov 22, 2023 |
The rule
- Registrations ended
- Nov 21, 2023
- Registered next
- Nov 22, 2023
- Branch state
- AZ
- Cities
- 1, most in Peoria, Az
- Registered there that day
- 1,314 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape