DFX Intelligence
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Firm absorbed
6 advisors left D••• I••••••••• L•• for D•••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Chadwick Campbell | Sandy, Ut | Feb 8, 2024 | Sep 26, 2023 |
| Charles Elmer Sorensen | Logan, Ut | Feb 9, 2024 | Sep 15, 2023 |
| Daniel Allan Teague | South Jordan, Ut | Feb 9, 2024 | Sep 15, 2023 |
| Daniel Gerald Gomez | Salt Lake City, Ut | Feb 9, 2024 | Jan 12, 2024 |
| Eric Scott Koford | Sandy, Ut | Feb 9, 2024 | Sep 15, 2023 |
The rule
- Registrations ended
- Feb 8, 2024 to Feb 9, 2024
- Registered next
- Sep 15, 2023 to Jan 12, 2024
- Branch state
- UT
- Cities
- 2, most in Sandy, Ut
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- a succession within a year (Aug 2, 2023), not necessarily this firm