DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for C•••••• W•••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Brian Austin | Salt Lake City, Ut | Jan 30, 2025 | Mar 12, 2025 |
| Elijah J Smith | Salt Lake City, Ut | Jan 31, 2025 | Mar 12, 2025 |
The rule
- Registrations ended
- Jan 30, 2025 to Jan 31, 2025
- Registered next
- Mar 12, 2025
- Branch state
- UT
- Cities
- 1, most in Salt Lake City, Ut
- Registered there that day
- 15,004 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape