DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brad Alan WittusenSalt Lake City, UtJul 30, 2020Jul 30, 2020
Christopher Noel WilliamsSalt Lake City, UtJul 30, 2020Jul 29, 2020
Kelly Lisa HoltmanSalt Lake City, UtJul 30, 2020Jul 30, 2020
Robb Kano FarrSalt Lake City, UtJul 30, 2020Jul 29, 2020
The rule
Registrations ended
Jul 30, 2020
Registered next
Jul 29, 2020 to Jul 30, 2020
Branch state
UT
Cities
1, most in Salt Lake City, Ut
Registered there that day
1,500 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••