DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Mary V MannPhoenix, AzFeb 17, 2023Feb 16, 2023
Sharon D WelchPhoenix, AzFeb 17, 2023Feb 17, 2023
Thomas Craig MaherGilbert, AzFeb 21, 2023Feb 16, 2023
Chace Christian Antony JacksonScottsdale, AzMar 3, 2023Apr 3, 2023
The rule
Registrations ended
Feb 17, 2023 to Mar 3, 2023
Registered next
Feb 16, 2023 to Apr 3, 2023
Branch state
AZ
Cities
3, most in Phoenix, Az
Registered there that day
22,982 (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 L•• F•••••••• L••