DFX Intelligence
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Team lift-out
2 advisors left A•••••• I••••••••• A•••••••• L•• for T••••••••• C••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Garen Tanner Winn | Orem, Ut | Mar 21, 2018 | Mar 2, 2018 |
| Tyson Lance Wakley | Orem, Ut | Mar 21, 2018 | Mar 2, 2018 |
The rule
- Registrations ended
- Mar 21, 2018
- Registered next
- Mar 2, 2018
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 61 (people still on IAPD; an estimate)
- Share of that headcount
- 3.3%
- Succession by the destination
- none on the tape