DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for J• W• C••• A•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Quinn Daniel Campbell | Holladay, Ut | Dec 31, 2020 | Jan 21, 2021 |
| Lorraine A. Umberger | Cottonwood Heights, Ut | Jan 13, 2021 | Jan 13, 2021 |
The rule
- Registrations ended
- Dec 31, 2020 to Jan 13, 2021
- Registered next
- Jan 13, 2021 to Jan 21, 2021
- Branch state
- UT
- Cities
- 2, most in Holladay, Ut
- Registered there that day
- 2,772 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape