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.
Team lift-out
3 advisors left C•••••• S••••• • C••• I••• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Conover | Phoenix, Az | Nov 9, 2020 | Nov 23, 2020 |
| Matthew Carter | Phoenix, Az | Nov 12, 2020 | Nov 4, 2022 |
| Michael Lambard | Phoenix, Az | Nov 17, 2020 | Nov 19, 2020 |
The rule
- Registrations ended
- Nov 9, 2020 to Nov 17, 2020
- Registered next
- Nov 19, 2020 to Nov 4, 2022
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 3,202 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape