DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Marshall Baltzell | South Jordan, Ut | Nov 7, 2022 | Nov 4, 2022 |
| Gabe Hamideh | South Jordan, Ut | Nov 8, 2022 | Nov 3, 2022 |
| Taylor C Parkin | South Jordan, Ut | Nov 8, 2022 | Nov 4, 2022 |
The rule
- Registrations ended
- Nov 7, 2022 to Nov 8, 2022
- Registered next
- Nov 3, 2022 to Nov 4, 2022
- Branch state
- UT
- Cities
- 1, most in South Jordan, Ut
- Registered there that day
- 1,862 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape