DFX Intelligence
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Team lift-out
2 advisors left A•• I••••••••• A•••••••• I••• for D••• I••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Elmer Sorensen | North Logan, Ut | Feb 18, 2021 | Feb 22, 2021 |
| Jerry Marlin Toombs | Logan, Ut | Feb 18, 2021 | Feb 18, 2021 |
The rule
- Registrations ended
- Feb 18, 2021
- Registered next
- Feb 18, 2021 to Feb 22, 2021
- Branch state
- UT
- Cities
- 2, most in Logan, Ut
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape