DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
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 |
|---|---|---|---|
| Christopher Michael Miller | South Jordan, Ut | Jul 12, 2018 | May 15, 2019 |
| Staci Ann Compagno | South Jordan, Ut | Jul 20, 2018 | Apr 11, 2019 |
The rule
- Registrations ended
- Jul 12, 2018 to Jul 20, 2018
- Registered next
- Apr 11, 2019 to May 15, 2019
- Branch state
- UT
- Cities
- 1, most in South Jordan, Ut
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape