DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left T•• I•••••• G••••• I••• for E• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Henry Wyatt DegooyerSalt Lake City, UtOct 21, 2020Oct 22, 2020
Lyndsey XaSalt Lake City, UtOct 21, 2020Oct 22, 2020
Morgan D DegooyerSalt Lake City, UtOct 21, 2020Apr 3, 2024
Ryan Michael KrantzSalt Lake City, UtOct 21, 2020Oct 22, 2020
The rule
Registrations ended
Oct 21, 2020
Registered next
Oct 22, 2020 to Apr 3, 2024
Branch state
UT
Cities
1, most in Salt Lake City, Ut
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of T•• I•••••• G••••• I•••Other teams into E• W••••• A•••••••