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
4 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jayme Bolt Orullian | Nampa, Id | Dec 5, 2025 | Nov 17, 2025 |
| Jeffrey V Jones | Idaho Falls, Id | Dec 5, 2025 | Nov 17, 2025 |
| Christopher Joe Dever | Boise, Id | Dec 12, 2025 | Nov 17, 2025 |
| Matt E Ball | Idaho Falls, Id | Dec 12, 2025 | Nov 17, 2025 |
The rule
- Registrations ended
- Dec 5, 2025 to Dec 12, 2025
- Registered next
- Nov 17, 2025
- Branch state
- ID
- Cities
- 3, most in Idaho Falls, Id
- Registered there that day
- 9,989 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape