DFX Intelligence
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Team lift-out
3 advisors left E•••••••• A•••••••• L•• for P•• A•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beau Diehl Sheedy | Phoenix, Az | Aug 9, 2022 | Aug 4, 2022 |
| Tyler Scott Grantham | Phoenix, Az | Aug 9, 2022 | Aug 3, 2022 |
| Seth David Fink | Phoenix, Az | Aug 11, 2022 | Aug 3, 2022 |
The rule
- Registrations ended
- Aug 9, 2022 to Aug 11, 2022
- Registered next
- Aug 3, 2022 to Aug 4, 2022
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 3,122 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape