DFX Intelligence
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Firm absorbed
9 advisors left O•••••• W••••• M••••••••• L•• for L•••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Audrey Celeste Dalsass | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 12, 2025 |
| Carol Lens | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 15, 2025 |
| Kyle Brockbank | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 15, 2025 |
| Landon Michael Thompson | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 18, 2025 |
| Matthew Thomas Bloom-Krull | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 12, 2025 |
| Nathan Stagg | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 12, 2025 |
| Scott Aikele Bird | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 12, 2025 |
| Scott Stoddard Poelman | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 17, 2025 |
| Valerie Anne Tanner | Cottonwood Heights, Ut | Sep 19, 2025 | Sep 22, 2025 |
The rule
- Registrations ended
- Sep 19, 2025
- Registered next
- Sep 12, 2025 to Sep 22, 2025
- Branch state
- UT
- Cities
- 1, most in Cottonwood Heights, Ut
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape