DFX Intelligence
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Team lift-out
3 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Clain Jaques | Murray, Ut | Sep 28, 2022 | Sep 21, 2022 |
| John Ben Neuenswander | Murray, Ut | Oct 3, 2022 | Sep 30, 2022 |
| Curtis Ray Willardson | Lehi, Ut | Oct 17, 2022 | Oct 26, 2022 |
The rule
- Registrations ended
- Sep 28, 2022 to Oct 17, 2022
- Registered next
- Sep 21, 2022 to Oct 26, 2022
- Branch state
- UT
- Cities
- 2, most in Murray, Ut
- Registered there that day
- 460 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape