DFX Intelligence
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Team lift-out
4 advisors left A•••••• I••••••••• A•••••••• L•• for T••••••••• C••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Daniel Harris | Idaho Falls, Id | Jun 28, 2018 | May 31, 2018 |
| Shane Allen Jensen | Idaho Falls, Id | Jun 28, 2018 | Jun 1, 2018 |
| Eric Dean Stuart | Idaho Falls, Id | Jul 12, 2018 | Jul 16, 2018 |
| Nathan Wade Rydalch | Idaho Falls, Id | Jul 19, 2018 | Jun 21, 2018 |
The rule
- Registrations ended
- Jun 28, 2018 to Jul 19, 2018
- Registered next
- May 31, 2018 to Jul 16, 2018
- Branch state
- ID
- Cities
- 1, most in Idaho Falls, Id
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape