DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left F•••••••• I•••••• C••••• for E• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brady C JardineLogan, UtOct 21, 2020Oct 22, 2020
Brian Hazen WildeSalt Lake City, UtOct 21, 2020Oct 22, 2020
Dallin Charles CutlerSalt Lake City, UtOct 21, 2020Oct 22, 2020
David Warren TateSalt Lake City, UtOct 21, 2020Oct 18, 2020
Mark Rasmussen MatleySalt Lake City, UtOct 21, 2020Oct 22, 2020
Richard S JankeSalt Lake City, UtOct 21, 2020Oct 22, 2020
Robert Austin DavisSalt Lake City, UtOct 21, 2020Oct 22, 2020
Scott Nathan SayreSalt Lake City, UtOct 21, 2020Oct 19, 2020
Timothy M GottfredsonSalt Lake City, UtOct 21, 2020Oct 18, 2020
Tyler Mark PetersenSalt Lake City, UtOct 21, 2020Oct 22, 2020
The rule
Registrations ended
Oct 21, 2020
Registered next
Oct 18, 2020 to Oct 22, 2020
Branch state
UT
Cities
2, most in Salt Lake City, Ut
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
91%
Succession by the destination
none on the tape
Other teams out of F•••••••• I•••••• C•••••Other teams into E• W••••• A•••••••