DFX Intelligence
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Team lift-out
2 advisors left A•••••• A••••••• S••••••• for D••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Luke Jess Sutton | Rexburg, Id | Sep 8, 2020 | Aug 31, 2020 |
| Curtis M. Simmons | Rexburg, Id | Sep 9, 2020 | Aug 31, 2020 |
The rule
- Registrations ended
- Sep 8, 2020 to Sep 9, 2020
- Registered next
- Aug 31, 2020
- Branch state
- ID
- Cities
- 1, most in Rexburg, Id
- Registered there that day
- 1,709 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape