DFX Intelligence
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Team lift-out
2 advisors left T••••••••• C••••••• L•• for J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Lynne Landon | Lehi, Ut | Dec 17, 2021 | Aug 13, 2021 |
| Jordan Cal Anderson | Lehi, Ut | Dec 17, 2021 | Aug 13, 2021 |
The rule
- Registrations ended
- Dec 17, 2021
- Registered next
- Aug 13, 2021
- Branch state
- UT
- Cities
- 1, most in Lehi, Ut
- Registered there that day
- 72 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape