DFX Intelligence
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Team lift-out
2 advisors left A•••••• I••••••••• A•••••••• L•• for C••••••••• A•••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daren Spencer Wright | Salt Lake City, Ut | Aug 13, 2018 | Aug 28, 2018 |
| Ryan Christian O'Shea | Salt Lake City, Ut | Aug 13, 2018 | Aug 28, 2018 |
The rule
- Registrations ended
- Aug 13, 2018
- Registered next
- Aug 28, 2018
- Branch state
- UT
- Cities
- 1, most in Salt Lake City, 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