DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••••• A•••••• N••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Aaron Kory | Scottsdale, Az | Feb 25, 2019 | Feb 4, 2019 |
| Clay Michael Kazmierski | Scottsdale, Az | Feb 26, 2019 | Feb 4, 2019 |
The rule
- Registrations ended
- Feb 25, 2019 to Feb 26, 2019
- Registered next
- Feb 4, 2019
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 8,375 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape