DFX Intelligence
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Team lift-out
2 advisors left D•••• W••••• A••••••• for E••••••• W•••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alec L Ferguson | Lehi, Ut | Mar 28, 2025 | Mar 27, 2025 |
| Avereigh Layne Clarke | Lehi, Ut | Mar 28, 2025 | Mar 27, 2025 |
The rule
- Registrations ended
- Mar 28, 2025
- Registered next
- Mar 27, 2025
- Branch state
- UT
- Cities
- 1, most in Lehi, Ut
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape