DFX Intelligence
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Team lift-out
2 advisors left A•• I••••••••• A•••••••• I••• for J•• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaron Allen Munk | Kaysville, Ut | Feb 19, 2020 | Mar 12, 2020 |
| Jeffrey Roger Segelke | Kaysville, Ut | Feb 19, 2020 | Feb 20, 2020 |
The rule
- Registrations ended
- Feb 19, 2020
- Registered next
- Feb 20, 2020 to Mar 12, 2020
- Branch state
- UT
- Cities
- 1, most in Kaysville, Ut
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape