DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for N•••••• F•••••••• G••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jack Dillon Trimp | Idaho Falls, Id | Aug 23, 2021 | Aug 18, 2021 |
| Patrick Arthur Trimp | Idaho Falls, Id | Aug 23, 2021 | Aug 20, 2021 |
The rule
- Registrations ended
- Aug 23, 2021
- Registered next
- Aug 18, 2021 to Aug 20, 2021
- Branch state
- ID
- Cities
- 1, most in Idaho Falls, Id
- Registered there that day
- 1,584 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape