DFX Intelligence
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Team lift-out
2 advisors left T••••••••• C••••••• L•• for H• W••••• A••••••• I•••
mixed wealthtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Daniel Harris | Lehi, Ut | Jun 28, 2023 | May 1, 2023 |
| Weston William Adams | Cedar City, Ut | Jun 28, 2023 | May 1, 2023 |
The rule
- Registrations ended
- Jun 28, 2023
- Registered next
- May 1, 2023
- Branch state
- UT
- Cities
- 1, most in Lehi, Ut
- Registered there that day
- 32 (people still on IAPD; an estimate)
- Share of that headcount
- 6.3%
- Succession by the destination
- none on the tape