DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left T••••••••• F•••••••• A•••••••• L•• for S••••• G••••• I••••••••• L••

BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kristi Lee SorensenDraper, UtJul 11, 2023Jul 13, 2023
Daniel Patrick CongramDraper, UtJul 14, 2023Aug 22, 2023
Andrew ChildDraper, UtJul 26, 2023Aug 15, 2023
Jeremy Brian EvansDraper, UtJul 27, 2023Aug 15, 2023
Richard Leslie CunninghamDraper, UtJul 28, 2023Aug 15, 2023
Robert M BrownClearfield, UtAug 1, 2023Aug 9, 2023
Robert Scott OlahDraper, UtAug 1, 2023Aug 15, 2023
Heidi Kay ClarkClearfield, UtAug 2, 2023Aug 9, 2023
The rule
Registrations ended
Jul 11, 2023 to Aug 2, 2023
Registered next
Jul 13, 2023 to Aug 22, 2023
Branch state
UT
Cities
2, most in Draper, Ut
Registered there that day
964 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of T••••••••• F•••••••• A•••••••• L••Other teams into S••••• G••••• I••••••••• L••