DFX Intelligence

RIA 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

3 advisors left C•••••• A••••••• S•••••••• L•• for T•••• W••••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Lee GooldOrem, UtFeb 25, 2026Nov 3, 2025
John Charles ClementOrem, UtFeb 25, 2026Nov 3, 2025
Jon Rhen BrownOrem, UtFeb 25, 2026Nov 3, 2025
Scott Clifford GroverLogan, UtMar 6, 2026Nov 10, 2025
The rule
Registrations ended
Feb 25, 2026 to Mar 6, 2026
Registered next
Oct 31, 2025 to Nov 10, 2025
Branch state
UT
Cities
2, most in Orem, Ut
Registered there that day
89 (people still on IAPD; an estimate)
Share of that headcount
3.4%
Succession by the destination
none on the tape
Other teams out of C•••••• A••••••• S•••••••• L••Other teams into T•••• W••••• P•••••••• L••