DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left R••• H•••• F•••••••• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Antonio Luis Montes De OcaFarmington, UtJul 3, 2024Jul 1, 2024
Max Hyrum HanksFarmington, UtJul 3, 2024Jul 1, 2024
Nicole Louise RobertsFarmington, UtJul 3, 2024Jul 1, 2024
Rhett J SorensenFarmington, UtJul 3, 2024Jul 1, 2024
Robert Paul AamodtFarmington, UtJul 3, 2024Jul 1, 2024
Zachary Pratt NelsonFarmington, UtJul 3, 2024Jul 1, 2024
The rule
Registrations ended
Jul 3, 2024
Registered next
Jul 1, 2024
Branch state
UT
Cities
1, most in Farmington, Ut
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of R••• H•••• F••••••••Other teams into W••••• E••••••••• A••••••• S•••••••• L••