DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Jeff R. Lee | Chandler, Az | Jan 5, 2022 | Mar 23, 2022 |
| Oscar Uribe Cervantes | Chandler, Az | Jan 18, 2022 | Mar 16, 2022 |
The rule
- Registrations ended
- Jan 5, 2022 to Jan 18, 2022
- Registered next
- Mar 16, 2022 to Mar 23, 2022
- Branch state
- AZ
- Cities
- 1, most in Chandler, Az
- Registered there that day
- 21,972 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape