The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

3 advisors left D•••••••• W••••• M••••••••• I••• for D•••••••• A••••••• S•••••••• L••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel James LukeSouth Jordan, UtNov 16, 2015Sep 15, 2023
Russell Boyd ButlerSouth Jordan, UtNov 16, 2015Dec 19, 2023
Ryan Omer SmithSouth Jordan, UtNov 16, 2015Sep 1, 2023
The rule
Registrations ended
Nov 16, 2015
Registered next
Sep 1, 2023 to Dec 19, 2023
Branch state
UT
Cities
1, most in South Jordan, Ut
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape