DFX Intelligence
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Team lift-out
3 advisors left S•••••••• W••••• M••••••••• L•• for F•••••••• S••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett David Robison | Pocatello, Id | Mar 14, 2025 | Jan 10, 2022 |
| Gene Clay Esplin | Pocatello, Id | Mar 14, 2025 | May 1, 2024 |
| Joel Daniel Phillips | Pocatello, Id | Mar 14, 2025 | Jan 10, 2022 |
The rule
- Registrations ended
- Mar 14, 2025
- Registered next
- Jan 10, 2022 to May 1, 2024
- Branch state
- ID
- Cities
- 1, most in Pocatello, Id
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape