DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for P•••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tricia Eliason | Salt Lake City, Ut | Feb 20, 2026 | Feb 17, 2026 |
| Steven Todd Hillstead | Salt Lake City, Ut | Mar 6, 2026 | Feb 17, 2026 |
The rule
- Registrations ended
- Feb 20, 2026 to Mar 6, 2026
- Registered next
- Feb 17, 2026
- Branch state
- UT
- Cities
- 1, most in Salt Lake City, Ut
- Registered there that day
- 655 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape