DFX Intelligence
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Team lift-out
12 advisors left A•••••• I••••••••• A•••••••• L•• for T••••••••• C••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Seth Larson Merrill | Idaho Falls, Id | Mar 21, 2018 | Mar 2, 2018 |
| Bradley Jay Christensen | Boise, Id | Mar 26, 2018 | Mar 1, 2018 |
| Matthew Kip Mendenhall | Idaho Falls, Id | Mar 26, 2018 | Mar 1, 2018 |
| Trent Lewis Johnson | Idaho Falls, Id | Mar 26, 2018 | Mar 2, 2018 |
| Mason Michael Page | Idaho Falls, Id | Mar 28, 2018 | Mar 5, 2018 |
| Paul Alfred Coles | Idaho Falls, Id | Mar 28, 2018 | Mar 5, 2018 |
| Robert John Beck | Idaho Falls, Id | Mar 28, 2018 | Mar 5, 2018 |
| Jennifer Lynne Landon | Idaho Falls, Id | Mar 29, 2018 | Jan 17, 2018 |
| Jordan Cal Anderson | Idaho Falls, Id | Mar 29, 2018 | Jan 17, 2018 |
| Dallen Wade Williams | Idaho Falls, Id | Apr 4, 2018 | Mar 8, 2018 |
| Jason Robert Jones | Idaho Falls, Id | Apr 6, 2018 | Mar 8, 2018 |
| Jeffrey Ray Wangsgard | Idaho Falls, Id | Apr 6, 2018 | Mar 8, 2018 |
The rule
- Registrations ended
- Mar 21, 2018 to Apr 6, 2018
- Registered next
- Jan 17, 2018 to Mar 8, 2018
- Branch state
- ID
- Cities
- 2, most in Idaho Falls, Id
- Registered there that day
- 61 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape