DFX Intelligence
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Team lift-out
7 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carrie Jane Dick | Tucson, Az | May 2, 2024 | May 2, 2024 |
| Dylan Justice | Scottsdale, Az | May 2, 2024 | May 8, 2024 |
| Ryan Fanizza | Flagstaff, Az | May 2, 2024 | May 2, 2024 |
| Shane Eli Keith | Tucson, Az | May 2, 2024 | May 1, 2024 |
| Diane M Greer | Tucson, Az | May 3, 2024 | May 1, 2024 |
| Heidi Lee Oakley | Tucson, Az | May 3, 2024 | May 1, 2024 |
| Kevin Michael Dick | Flagstaff, Az | May 9, 2024 | May 2, 2024 |
The rule
- Registrations ended
- May 2, 2024 to May 9, 2024
- Registered next
- May 1, 2024 to May 8, 2024
- Branch state
- AZ
- Cities
- 3, most in Tucson, Az
- Registered there that day
- 3,194 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape