DFX Intelligence
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Team lift-out
3 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
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam R Clark | Clearfield, Ut | Sep 18, 2023 | Sep 1, 2023 |
| Victoria E Martin | Clearfield, Ut | Sep 18, 2023 | Oct 11, 2023 |
| Weston S Cordon | Clearfield, Ut | Sep 22, 2023 | Sep 25, 2023 |
The rule
- Registrations ended
- Sep 18, 2023 to Sep 22, 2023
- Registered next
- Sep 1, 2023 to Oct 11, 2023
- Branch state
- UT
- Cities
- 1, most in Clearfield, Ut
- Registered there that day
- 938 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape