DFX Intelligence
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Team lift-out
2 advisors left S••••• G••••• I••••••••• L•• for L•• F•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carilynn Lape | Bountiful, Ut | Mar 19, 2025 | Mar 31, 2025 |
| Carlina Ann Duggan | Bountiful, Ut | Mar 19, 2025 | Apr 14, 2025 |
The rule
- Registrations ended
- Mar 19, 2025
- Registered next
- Mar 31, 2025 to Apr 14, 2025
- Branch state
- UT
- Cities
- 1, most in Bountiful, Ut
- Registered there that day
- 84 (people still on IAPD; an estimate)
- Share of that headcount
- 2.4%
- Succession by the destination
- none on the tape