DFX Intelligence
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Firm absorbed
3 advisors left M••••••• C•••••• L•• for D•••• W••••• A•••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Carl Ingersoll | Lehi, Ut | Jan 7, 2021 | Jan 13, 2021 |
| Lynn A. Gilbert | Lehi, Ut | Jan 7, 2021 | Mar 26, 2021 |
| Michael Daniel Reid | Lehi, Ut | Jan 7, 2021 | Jan 11, 2021 |
The rule
- Registrations ended
- Jan 7, 2021
- Registered next
- Jan 11, 2021 to Mar 26, 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
- 75%
- Succession by the destination
- none on the tape