DFX Intelligence
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Team lift-out
2 advisors left S•• I••••••••• L•• for S••••••• W••••• M•••••••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gabriel Cory Mcmennamy | Pleasant Grove, Ut | Mar 2, 2026 | Mar 3, 2026 |
| Jacob Marion Martin | Pleasant Grove, Ut | Mar 2, 2026 | Mar 3, 2026 |
The rule
- Registrations ended
- Mar 2, 2026
- Registered next
- Mar 3, 2026
- Branch state
- UT
- Cities
- 1, most in Pleasant Grove, Ut
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape