DFX Intelligence
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Firm absorbed
3 advisors left C•••••• C•••••• L•• for E••••• A•••• I•••••••••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joel Michael Vanderhoof | Salt Lake City, Ut | Dec 31, 2024 | Apr 17, 2025 |
| Michael Portes Warren | Salt Lake City, Ut | Dec 31, 2024 | Apr 16, 2025 |
| Stephen Quinn Dallin | Salt Lake City, Ut | Dec 31, 2024 | Apr 16, 2025 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Apr 16, 2025 to Apr 17, 2025
- Branch state
- UT
- Cities
- 1, most in Salt Lake City, Ut
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape