DFX Intelligence
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Team lift-out
2 advisors left K•••••• I••••••••• M••••••••• I••• for S••••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 5, 2024
- Registered next
- Feb 20, 2024
- Branch state
- UT
- Cities
- 1, most in Provo, Ut
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape