DFX Intelligence
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Team lift-out
2 advisors left S••••• A••••••• for M• P•••••• T•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Franklin Hansen | Lehi, Ut | Jan 14, 2020 | Mar 8, 2021 |
| Ryan James Robertson | Lehi, Ut | Jan 14, 2020 | Mar 17, 2021 |
The rule
- Registrations ended
- Jan 14, 2020
- Registered next
- Mar 8, 2021 to Mar 17, 2021
- Branch state
- UT
- Cities
- 1, most in Lehi, Ut
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- a succession within a year (Oct 7, 2020), not necessarily this firm