DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S••••• W••••• A•••••••• I•••

wirehousetono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey SmithChandler, AzOct 6, 2021Dec 2, 2021
Jason P LutseyChandler, AzOct 7, 2021Dec 2, 2021
The rule
Registrations ended
Oct 6, 2021 to Oct 7, 2021
Registered next
Dec 2, 2021
Branch state
AZ
Cities
1, most in Chandler, Az
Registered there that day
22,037 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into S••••• W••••• A•••••••• I•••