DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left T•• M••••• W••••• G•••• for S•••••• F•••••••• G••••• L•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Barry Todd WatsonCottonwood Heights, UtOct 22, 2025Jul 28, 2025
Brian Andrew WorleyCottonwood Heights, UtOct 22, 2025Jul 28, 2025
Shandon Dale JohnsonCottonwood Heights, UtOct 22, 2025Jul 28, 2025
Terra Jo ThurgoodCottonwood Heights, UtOct 22, 2025Jul 28, 2025
The rule
Registrations ended
Oct 22, 2025
Registered next
Jul 28, 2025
Branch state
UT
Cities
1, most in Cottonwood Heights, Ut
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of T•• M••••• W••••• G••••Other teams into S•••••• F•••••••• G••••• L•••••