DFX Intelligence
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Team lift-out
6 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 |
|---|---|---|---|
| Paul Kekuaokalani Batt | Mesa, Az | Jan 13, 2023 | Jan 6, 2023 |
| Alex D Rosen | Scottsdale, Az | Jan 18, 2023 | Jan 11, 2023 |
| Jennifer Rachel Rusk | Mesa, Az | Jan 18, 2023 | Jan 12, 2023 |
| Kyle Joseph Trueba | Mesa, Az | Jan 18, 2023 | Jan 11, 2023 |
| Lanaya Jean Ewald | Mesa, Az | Jan 18, 2023 | Jan 11, 2023 |
| Roy D Morris | Mesa, Az | Jan 18, 2023 | Jan 9, 2023 |
The rule
- Registrations ended
- Jan 13, 2023 to Jan 18, 2023
- Registered next
- Jan 6, 2023 to Jan 12, 2023
- Branch state
- AZ
- Cities
- 2, most in Mesa, Az
- Registered there that day
- 3,177 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape