DFX Intelligence
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Team lift-out
2 advisors left A•••••• W••••• M••••••••• L•• for P••••••• R••••• P•••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Samuel-Wayne Rogers | Lehi, Ut | May 11, 2023 | Feb 27, 2023 |
| M Tom Peterson | Lehi, Ut | May 11, 2023 | Feb 27, 2023 |
The rule
- Registrations ended
- May 11, 2023
- Registered next
- Feb 27, 2023
- Branch state
- UT
- Cities
- 1, most in Lehi, Ut
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape