DFX Intelligence
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Team lift-out
4 advisors left V••• F•••••••• A•••••••• I••• for T•• A•••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Charles Blunt | Midvale, Ut | May 4, 2020 | Apr 30, 2020 |
| Dean Douglas Dowson | Midvale, Ut | May 4, 2020 | Apr 30, 2020 |
| Estelle Arlene Gonzalez | Midvale, Ut | May 4, 2020 | Jul 10, 2020 |
| Heather Litz Pacheco | Midvale, Ut | May 4, 2020 | Apr 30, 2020 |
The rule
- Registrations ended
- May 4, 2020
- Registered next
- Apr 30, 2020 to Jul 10, 2020
- Branch state
- UT
- Cities
- 1, most in Midvale, Ut
- Registered there that day
- 1,291 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape