DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for E•••••• A••••••• G••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sharon Lee Zumstein | Salt Lake City, Ut | Jan 19, 2024 | Mar 4, 2025 |
| Albert Moore | Salt Lake City, Ut | Jan 30, 2024 | May 6, 2024 |
The rule
- Registrations ended
- Jan 19, 2024 to Jan 30, 2024
- Registered next
- May 6, 2024 to Mar 4, 2025
- Branch state
- UT
- Cities
- 1, most in Salt Lake City, Ut
- Registered there that day
- 13,150 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Apr 6, 2023), not necessarily this firm