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
2 advisors left U••• I••••••••• S••••••• C•••••• for C•••••• S••••• • C••• I•••
no RAUMtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew R Morrell | Phoenix, Az | Nov 5, 2021 | Dec 3, 2021 |
| Nicholas Cvetanovich | Surprise, Az | Nov 12, 2021 | Nov 29, 2021 |
The rule
- Registrations ended
- Nov 5, 2021 to Nov 12, 2021
- Registered next
- Nov 29, 2021 to Dec 3, 2021
- Branch state
- AZ
- Cities
- 2, most in Phoenix, Az
- Registered there that day
- 93 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape