DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• A•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heather Ukena | Clearfield, Ut | Dec 5, 2023 | Nov 20, 2023 |
| Tiffany Schrader | Clearfield, Ut | Dec 7, 2023 | Nov 20, 2023 |
The rule
- Registrations ended
- Dec 5, 2023 to Dec 7, 2023
- Registered next
- Nov 20, 2023
- Branch state
- UT
- Cities
- 1, most in Clearfield, Ut
- Registered there that day
- 909 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape