DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• G••••• L•• for E•••••• W••••• M•••••••••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Craig Parks | Yuma, Az | Sep 25, 2020 | Sep 17, 2020 |
| Marshall Reed Lohrenz | Yuma, Az | Sep 25, 2020 | Sep 17, 2020 |
The rule
- Registrations ended
- Sep 25, 2020
- Registered next
- Sep 17, 2020
- Branch state
- AZ
- Cities
- 1, most in Yuma, Az
- Registered there that day
- 357 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape