DFX Intelligence
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Team lift-out
2 advisors left T••••••••• C••••••• L•• for L••••• W••••••• W••••• A•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dallen Wade Williams | Lehi, Ut | Oct 19, 2021 | Feb 23, 2021 |
| Levi B Larson | Lehi, Ut | Oct 19, 2021 | Feb 23, 2021 |
The rule
- Registrations ended
- Oct 19, 2021
- Registered next
- Feb 23, 2021
- Branch state
- UT
- Cities
- 1, most in Lehi, Ut
- Registered there that day
- 77 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape