DFX Intelligence
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Team lift-out
2 advisors left G••••• W••••• M••••••••• I••• for L••• P••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brad Jedd Myers | Cedar City, Ut | Jul 18, 2022 | Jul 19, 2022 |
| Megan Marie Palazzo | South Jordan, Ut | Jul 18, 2022 | Jul 19, 2022 |
The rule
- Registrations ended
- Jul 18, 2022
- Registered next
- Jul 19, 2022
- Branch state
- UT
- Cities
- 2, most in Cedar City, Ut
- Registered there that day
- 163 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape