DFX Intelligence
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Team lift-out
3 advisors left D•••••••• W••••• M••••••••• L•• for D•••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryant Armstrong | Orem, Ut | Jul 17, 2024 | Feb 5, 2024 |
| Kelby Mcmullin | Orem, Ut | Jul 17, 2024 | Feb 5, 2024 |
| Scott Matthew Carlson | Orem, Ut | Jul 17, 2024 | Feb 5, 2024 |
The rule
- Registrations ended
- Jul 17, 2024
- Registered next
- Feb 5, 2024
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- a succession within a year (Aug 2, 2023), not necessarily this firm