DFX Intelligence

RIA Intelligence

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Team lift-out

15 advisors left T••••••••• C••••••• L•• for T•• N••••• G•••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ahlin Rochelle HafenLehi, UtJun 28, 2023Mar 15, 2023
Brad Wilson SorensenProvo, UtJun 28, 2023Mar 15, 2023
Bradley Tyson FerneyLehi, UtJun 28, 2023Mar 15, 2023
Brent Alan CochranLehi, UtJun 28, 2023Mar 15, 2023
Colter Alan YdeLehi, UtJun 28, 2023May 11, 2023
Garen Tanner WinnProvo, UtJun 28, 2023Mar 15, 2023
Kylee Marie AdamsonProvo, UtJun 28, 2023Mar 15, 2023
Matthew Kip MendenhallLehi, UtJun 28, 2023May 11, 2023
Rachelle MorrisLehi, UtJun 28, 2023Mar 15, 2023
Raymond Wilhelm JohnsProvo, UtJun 28, 2023Mar 15, 2023
Renn Michael OlsenLehi, UtJun 28, 2023Mar 15, 2023
Seth Larson MerrillProvo, UtJun 28, 2023Mar 15, 2023
Shane Allen JensenSt George, UtJun 28, 2023Mar 15, 2023
Trent Lewis JohnsonLehi, UtJun 28, 2023May 11, 2023
Tyson Lance WakleySt George, UtJun 28, 2023Mar 15, 2023
The rule
Registrations ended
Jun 28, 2023
Registered next
Mar 15, 2023 to May 11, 2023
Branch state
UT
Cities
4, most in Lehi, Ut
Registered there that day
32 (people still on IAPD; an estimate)
Share of that headcount
47%
Succession by the destination
none on the tape
Other teams out of T••••••••• C••••••• L••Other teams into T•• N••••• G•••• L••