DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bennett Whitney Smith | Scottsdale, Az | Jun 14, 2024 | May 31, 2024 |
| Peter Crellin Smith | Scottsdale, Az | Jun 14, 2024 | May 31, 2024 |
The rule
- Registrations ended
- Jun 14, 2024
- Registered next
- May 31, 2024
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 11,473 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape