DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left M••••• S•••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mckay Robbins | Sandy, Ut | Aug 11, 2023 | Jan 23, 2024 |
| Mark Spencer Merkley | Sandy, Ut | Aug 14, 2023 | Dec 15, 2023 |
| Matthew Eddington | Sandy, Ut | Aug 15, 2023 | Oct 5, 2023 |
The rule
- Registrations ended
- Aug 11, 2023 to Aug 15, 2023
- Registered next
- Oct 5, 2023 to Jan 23, 2024
- Branch state
- UT
- Cities
- 1, most in Sandy, Ut
- Registered there that day
- 19,782 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape