DFX Intelligence
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Team lift-out
2 advisors left K••••• T••••• M••••••••• L•• for D•••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Keeler Jones | Orem, Ut | May 21, 2025 | Feb 18, 2025 |
| Joshua Paul Coombs | Orem, Ut | May 21, 2025 | Dec 20, 2024 |
The rule
- Registrations ended
- May 21, 2025
- Registered next
- Dec 20, 2024 to Feb 18, 2025
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape