DFX Intelligence
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Team lift-out
2 advisors left T•• P••••••••• F•••••••• C•••••• L•• for P••• F•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brennon Sterling Bowen | Orem, Ut | Dec 12, 2024 | Nov 12, 2024 |
| David Kleinman | Orem, Ut | Dec 12, 2024 | Nov 12, 2024 |
The rule
- Registrations ended
- Dec 12, 2024
- Registered next
- Nov 12, 2024
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape