DFX Intelligence
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Team lift-out
2 advisors left A••••••• W•••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Reynolds Jenkins | South Jordan, Ut | Dec 14, 2023 | Dec 6, 2023 |
| Bryce R Jenkins | South Jordan, Ut | Dec 14, 2023 | Dec 6, 2023 |
The rule
- Registrations ended
- Dec 14, 2023
- Registered next
- Dec 6, 2023
- Branch state
- UT
- Cities
- 1, most in South Jordan, Ut
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape