DFX Intelligence
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Team lift-out
3 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for R••• H•••• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle David Wilhelm | Farmington, Ut | May 29, 2019 | Sep 4, 2018 |
| Nicole Louise Roberts | Cottonwood Heights, Ut | May 29, 2019 | Sep 4, 2018 |
| Robert Paul Aamodt | Cottonwood Heights, Ut | May 29, 2019 | Sep 4, 2018 |
The rule
- Registrations ended
- May 29, 2019
- Registered next
- Sep 4, 2018
- Branch state
- UT
- Cities
- 2, most in Cottonwood Heights, Ut
- Registered there that day
- 185 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape