DFX Intelligence
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Firm absorbed
18 advisors left D•••••••• W••••• M••••••••• L•• for D•••••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Nathan Taylor | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Alex Clayton Long | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Alexander Joseph Haviland | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Ana Lilian Jovel | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Celeste Perian Kennard | Orem, Ut | Jul 17, 2024 | Feb 22, 2024 |
| Christian Allen Ward | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Derek Paul Farley | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Gregory Elman Caldwell | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Jason Lee Mcmullin | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Kenneth G. Bown | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Landon Wray | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Lauren Elizabeth Loucks | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Marc Russell | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Sam Deaver | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Sarah Hindmarsh | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Scott Stratton | Orem, Ut | Jul 17, 2024 | Mar 14, 2024 |
| Taylor Barry Olsen | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
| Trevor Kuresa | Orem, Ut | Jul 17, 2024 | Mar 5, 2024 |
The rule
- Registrations ended
- Jul 17, 2024
- Registered next
- Feb 22, 2024 to Mar 14, 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
- 78%
- Succession by the destination
- a succession within a year (Jan 17, 2024), not necessarily this firm