DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Lee Batts | Chandler, Az | Oct 18, 2021 | Nov 19, 2021 |
| Adam Stewart Wertheimer | Scottsdale, Az | Oct 19, 2021 | Nov 18, 2021 |
| Kevin R. Bosworth | Chandler, Az | Oct 22, 2021 | Dec 9, 2021 |
The rule
- Registrations ended
- Oct 18, 2021 to Oct 22, 2021
- Registered next
- Nov 18, 2021 to Dec 9, 2021
- Branch state
- AZ
- Cities
- 2, most in Chandler, Az
- Registered there that day
- 22,039 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape