DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left R•••• C•••••• M••••••••• L•• for M•••• F•••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cameron Wesley FosterAmerican Fork, UtMay 30, 2025May 30, 2025
Craig RiggsOrem, UtMay 30, 2025May 30, 2025
James HoustonAmerican Fork, UtMay 30, 2025May 30, 2025
The rule
Registrations ended
May 30, 2025
Registered next
May 30, 2025
Branch state
UT
Cities
2, most in American Fork, Ut
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
60%
Succession by the destination
none on the tape
Other teams out of R•••• C•••••• M••••••••• L••Other teams into M•••• F•••••••• A•••••••