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 |
|---|---|---|---|
| Nathan Leroy Rosell | South Jordan, Ut | May 4, 2018 | Apr 9, 2018 |
| Kent William Binning | South Jordan, Ut | May 10, 2018 | May 2, 2018 |
The rule
- Registrations ended
- May 4, 2018 to May 10, 2018
- Registered next
- Apr 9, 2018 to May 2, 2018
- Branch state
- UT
- Cities
- 1, most in South Jordan, Ut
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 4.8%
- Succession by the destination
- none on the tape