DFX Intelligence
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Team lift-out
2 advisors left M•••• • C••••• I•• for S•••••• C••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph L. Duran | Phoenix, Az | Mar 3, 2025 | Feb 24, 2025 |
| Michael K Warne | Phoenix, Az | Mar 3, 2025 | Feb 24, 2025 |
The rule
- Registrations ended
- Mar 3, 2025
- Registered next
- Feb 24, 2025
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 62 (people still on IAPD; an estimate)
- Share of that headcount
- 3.2%
- Succession by the destination
- none on the tape