DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left A•••• C••••••• I••• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dane Joshua JensenDraper, UtMar 17, 2023Mar 20, 2023
John Alvin MartindaleDraper, UtMar 17, 2023Mar 20, 2023
Tiffany T BodellDraper, UtMar 17, 2023Mar 20, 2023
The rule
Registrations ended
Mar 17, 2023
Registered next
Mar 20, 2023
Branch state
UT
Cities
1, most in Draper, 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
Other teams out of A•••• C••••••• I•••Other teams into B••••• P••••• A•••••••• L••