DFX Intelligence
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Team lift-out
2 advisors left F•••••••• W••••• M••••••••• L•• for I••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chace Tejler Adams | Draper, Ut | Nov 11, 2022 | Sep 26, 2022 |
| David John Allred | Draper, Ut | Nov 11, 2022 | Sep 26, 2022 |
The rule
- Registrations ended
- Nov 11, 2022
- Registered next
- Sep 26, 2022
- Branch state
- UT
- Cities
- 1, most in Draper, Ut
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape