DFX Intelligence
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Team lift-out
4 advisors left M••••• S•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron James Phillips | Holladay, Ut | May 1, 2025 | Apr 17, 2025 |
| James William Phillips | Holladay, Ut | May 1, 2025 | Apr 17, 2025 |
| Jordan Otoniel Fletcher | Holladay, Ut | May 1, 2025 | Apr 17, 2025 |
| Nicole Andrea Klekas | Holladay, Ut | May 1, 2025 | Apr 17, 2025 |
The rule
- Registrations ended
- May 1, 2025
- Registered next
- Apr 17, 2025
- Branch state
- UT
- Cities
- 1, most in Holladay, Ut
- Registered there that day
- 21,266 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape