DFX Intelligence
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Team lift-out
2 advisors left D•••••••• W••••• M••••••••• L•• for D•••••••• W••••• M••••••••• I•••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James E Spainhower | Orem, Ut | Jul 17, 2024 | Nov 5, 2014 |
| Timothy Kirkpatrick Whipple | Orem, Ut | Jul 17, 2024 | Oct 13, 2014 |
The rule
- Registrations ended
- Jul 17, 2024
- Registered next
- Oct 13, 2014 to Nov 5, 2014
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape