DFX Intelligence
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Team lift-out
2 advisors left F•••••••• W••••• M••••••••• L•• for D•••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Mark Wilson | Draper, Ut | Dec 16, 2022 | Oct 16, 2024 |
| Brenton M Ripley | Draper, Ut | Dec 20, 2022 | Oct 11, 2022 |
The rule
- Registrations ended
- Dec 16, 2022 to Dec 20, 2022
- Registered next
- Oct 11, 2022 to Oct 16, 2024
- Branch state
- UT
- Cities
- 1, most in Draper, Ut
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape