DFX Intelligence
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Team lift-out
2 advisors left Z•••• C•••••• A•••••••• I••• for R•••••• J•••• • A••••••••• I•••
institutionaltonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Raymond Burnett | Salt Lake City, Ut | Aug 13, 2024 | Aug 12, 2024 |
| Peter Kelson | Salt Lake City, Ut | Aug 14, 2024 | Aug 14, 2024 |
The rule
- Registrations ended
- Aug 13, 2024 to Aug 14, 2024
- Registered next
- Aug 12, 2024 to Aug 14, 2024
- Branch state
- UT
- Cities
- 1, most in Salt Lake City, Ut
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape