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
4 advisors left A••••• A••••••• for T••••• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mason G Miles | Logan, Ut | Apr 2, 2026 | Apr 14, 2026 |
| Alex Phillip Graham | Logan, Ut | Apr 8, 2026 | Apr 14, 2026 |
| Roger Zebulun Lowe | Logan, Ut | Apr 8, 2026 | Apr 13, 2026 |
| Tyler Marc Thompson | Logan, Ut | Apr 8, 2026 | Apr 14, 2026 |
The rule
- Registrations ended
- Apr 2, 2026 to Apr 8, 2026
- Registered next
- Apr 13, 2026 to Apr 14, 2026
- Branch state
- UT
- Cities
- 1, most in Logan, Ut
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape