DFX Intelligence
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Firm absorbed
5 advisors left C•••••• W••••• M••••••••• L•• for D•••••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ben Brackett | Orem, Ut | Jul 16, 2024 | Mar 27, 2024 |
| David B Gardner | Orem, Ut | Jul 16, 2024 | Mar 25, 2024 |
| Joseph William Adair | Orem, Ut | Jul 16, 2024 | Mar 27, 2024 |
| Madison Mae Forrest | Orem, Ut | Jul 16, 2024 | Mar 27, 2024 |
| Todd Michael Nuttall | Orem, Ut | Jul 16, 2024 | Mar 25, 2024 |
The rule
- Registrations ended
- Jul 16, 2024
- Registered next
- Mar 25, 2024 to Mar 27, 2024
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Jan 17, 2024), not necessarily this firm