DFX Intelligence
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Firm absorbed
3 advisors left L••••• P••••••• G•••• for L••• P••• C•••••• M••••••••• L••
othertostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Travis John Hudak | Draper, Ut | Dec 19, 2018 | Jan 30, 2017 |
| David William James | Draper, Ut | Dec 31, 2018 | Jan 30, 2017 |
| John Darren Coles | Draper, Ut | Dec 31, 2018 | Jan 30, 2017 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Dec 19, 2018 to Dec 31, 2018
- Registered next
- Jan 30, 2017
- Branch state
- UT
- Cities
- 1, most in Draper, Ut
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape