DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left T••••••••• C••••••• L•• for A••••••• W••••• A•••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin David ColesBountiful, UtNov 22, 2021Jun 25, 2021
Jaron Allen MunkLehi, UtNov 22, 2021Jun 25, 2021
Mason Michael PageBountiful, UtNov 22, 2021Jun 25, 2021
Paul Alfred ColesBountiful, UtNov 22, 2021Jun 25, 2021
Scott G HoxerLehi, UtNov 22, 2021Jun 25, 2021
The rule
Registrations ended
Nov 22, 2021
Registered next
Jun 25, 2021
Branch state
UT
Cities
2, most in Bountiful, Ut
Registered there that day
76 (people still on IAPD; an estimate)
Share of that headcount
6.6%
Succession by the destination
none on the tape
Other teams out of T••••••••• C••••••• L••Other teams into A••••••• W••••• A•••••••• L••