DFX Intelligence
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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 |
|---|---|---|---|
| Amir De La Vega | Sandy, Ut | Mar 7, 2024 | Apr 19, 2024 |
| Rachel Metallo | Sandy, Ut | Mar 7, 2024 | Apr 3, 2024 |
| Dustin Bruce | Sandy, Ut | Mar 8, 2024 | May 7, 2024 |
The rule
- Registrations ended
- Mar 7, 2024 to Mar 8, 2024
- Registered next
- Apr 3, 2024 to May 7, 2024
- Branch state
- UT
- Cities
- 1, most in Sandy, Ut
- Registered there that day
- 20,414 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape