DFX Intelligence
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Team lift-out
4 advisors left M•• I•••••••• S•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Glen Kasteler | Lehi, Ut | Jul 31, 2019 | Jul 31, 2019 |
| Joseph Lionel Taylor | Salt Lake City, Ut | Jul 31, 2019 | Aug 1, 2019 |
| Mike R Donaldson | Lehi, Ut | Jul 31, 2019 | Jul 30, 2019 |
| Nathan Jensen Woodward | Lehi, Ut | Jul 31, 2019 | Aug 1, 2019 |
The rule
- Registrations ended
- Jul 31, 2019
- Registered next
- Jul 30, 2019 to Aug 1, 2019
- Branch state
- UT
- Cities
- 2, most in Lehi, Ut
- Registered there that day
- 3,400 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape