DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left S•••••••• F•••••••• G••••• I•• for B••• B••• W•••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Thomas Sumsion | Orem, Ut | Sep 30, 2024 | Apr 22, 2024 |
| Scott Hunter Garbutt | Orem, Ut | Sep 30, 2024 | Apr 22, 2024 |
The rule
- Registrations ended
- Sep 30, 2024
- Registered next
- Apr 22, 2024
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape